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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 | $440,649 | $165,381+166.4% | $149,730+194.3% | $158,966+177.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.97% | 348.29%-335.3pp | 276.70%-263.7pp | 302.95%-290.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $22,190 | $7,182+209.0% | $6,843+224.3% | $5,983+270.9% |
| Admin fee / account holder | $3,971 | $10,809-63.3% | $9,310-57.3% | $11,250-64.7% |