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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 | $258,729 | $138,078+87.4% | $125,363+106.4% | $134,509+92.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.45% | 750.49%-765.9pp | 572.15%-587.6pp | 418.13%-433.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $28,600 | $7,800+266.7% | $7,447+284.0% | $6,400+346.9% |
| Admin fee / account holder | $608 | $11,566-94.7% | $10,005-93.9% | $11,427-94.7% |