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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 | $251,277 | $124,175+102.4% | $108,405+131.8% | $167,553+50.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.46% | 1380.13%-1367.7pp | 905.55%-893.1pp | 478.89%-466.4pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,159 | $6,908-39.8% | $6,563-36.6% | $6,343-34.4% |
| Admin fee / account holder | $4,364 | $9,457-53.9% | $7,297-40.2% | $12,316-64.6% |