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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 | $400,252 | $138,076+189.9% | $123,553+224.0% | $135,380+195.7% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -4.47% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $729 | $5,152-85.8% | $4,628-84.2% | $4,779-84.7% |
| Participant deferral / active EE | $12,194 | $6,800+79.3% | $6,426+89.8% | $5,609+117.4% |
| Admin fee / account holder | $3,595 | $10,917-67.1% | $9,284-61.3% | $10,828-66.8% |