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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 | $565,965 | $202,342+179.7% | $172,752+227.6% | $152,897+270.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 84.69% | 1029.83%-945.1pp | 802.97%-718.3pp | 345.43%-260.7pp |
| Employer contribution / active EE | $151 | $5,858-97.4% | $5,144-97.1% | $4,764-96.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24,110 | $17,111+40.9% | $13,955+72.8% | $11,599+107.9% |