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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 | $297,788 | $160,040+86.1% | $147,096+102.4% | $145,877+104.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.00% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,250 | $8,429-49.6% | $8,071-47.3% | $6,691-36.5% |
| Admin fee / account holder | $668 | $15,050-95.6% | $13,005-94.9% | $13,402-95.0% |