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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 | $282,600 | $176,077+60.5% | $159,455+77.2% | $167,518+68.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.46% | 331.83%-319.4pp | 263.63%-251.2pp | 478.71%-466.2pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,713 | $7,751+25.3% | $7,353+32.1% | $6,342+53.2% |
| Admin fee / account holder | $615 | $12,556-95.1% | $10,800-94.3% | $12,312-95.0% |