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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 | $331,322 | $150,446+120.2% | $136,297+143.1% | $147,585+124.5% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 17.00% | 1049.14%-1032.1pp | 5156.19%-5139.2pp | 578.58%-561.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,875 | $6,631+3.7% | $6,247+10.0% | $5,439+26.4% |
| Admin fee / account holder | $6,689 | $10,906-38.7% | $9,244-27.6% | $10,886-38.6% |