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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 | $369,944 | $160,040+131.2% | $147,096+151.5% | $145,877+153.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.39% | 98.49%-64.1pp | 419.75%-385.4pp | 551.28%-516.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,538 | $8,429+96.2% | $8,071+104.9% | $6,691+147.2% |
| Admin fee / account holder | $21,060 | $15,050+39.9% | $13,005+61.9% | $13,402+57.1% |