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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 | $250,868 | $180,749+38.8% | $160,784+56.0% | $137,256+82.8% |
| Participation rate | 73.7% | 80.0%-6.3pp | 77.0%-3.3pp | 80.0%-6.3pp |
| Annual return | 12.86% | 2234.46%-2221.6pp | 1803.92%-1791.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,417 | $6,844-35.5% | $6,293-29.8% | $6,407-31.1% |
| Admin fee / account holder | $28,687 | $10,397+175.9% | $9,717+195.2% | $12,270+133.8% |