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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,742 | $126,113+220.1% | $116,096+247.8% | $155,188+160.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 13.69% | 391.72%-378.0pp | 326.25%-312.6pp | 148.84%-135.1pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $26,500 | $4,162+536.7% | $3,952+570.6% | $6,531+305.7% |
| Admin fee / account holder | $5,268 | $8,045-34.5% | $7,704-31.6% | $14,480-63.6% |