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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 | $300,978 | $176,120+70.9% | $159,487+88.7% | $167,553+79.6% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 17.97% | 331.95%-314.0pp | 263.71%-245.7pp | 478.89%-460.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,759 | $7,752-25.7% | $7,354-21.7% | $6,343-9.2% |
| Admin fee / account holder | $9,522 | $12,561-24.2% | $10,804-11.9% | $12,316-22.7% |