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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 | $262,857 | $171,492+53.3% | $150,734+74.4% | $198,609+32.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.68% | 804.70%-791.0pp | 600.81%-587.1pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,950 | $6,259+27.0% | $5,610+41.7% | $6,977+13.9% |
| Admin fee / account holder | $2,109 | $17,628-88.0% | $14,905-85.8% | $19,030-88.9% |