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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 | $687,137 | $160,040+329.4% | $147,096+367.1% | $145,877+371.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $580 | $5,289-89.0% | $4,936-88.3% | $4,663-87.6% |
| Participant deferral / active EE | $6,542 | $8,429-22.4% | $8,071-18.9% | $6,691-2.2% |
| Admin fee / account holder | $2,353 | $15,050-84.4% | $13,005-81.9% | $13,402-82.4% |