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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 | $254,830 | $138,078+84.6% | $125,363+103.3% | $134,509+89.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.86% | 750.49%-769.3pp | 572.15%-591.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $21,625 | $7,800+177.3% | $7,447+190.4% | $6,400+237.9% |
| Admin fee / account holder | $6,708 | $11,566-42.0% | $10,005-33.0% | $11,427-41.3% |