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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 | $290,666 | $138,075+110.5% | $123,552+135.3% | $135,379+114.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.70% | 153.70%-156.4pp | 119.20%-121.9pp | 519.79%-522.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $23,526 | $6,800+246.0% | $6,426+266.1% | $5,609+319.4% |
| Admin fee / account holder | $524 | $10,917-95.2% | $9,285-94.4% | $10,828-95.2% |