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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 | $340,629 | $167,352+103.5% | $143,788+136.9% | $134,509+153.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.96% | 0.47%-12.4pp | -0.03%-11.9pp | 418.13%-430.1pp |
| Employer contribution / active EE | $1 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,084 | $6,447+25.4% | $5,638+43.4% | $6,400+26.3% |
| Admin fee / account holder | $1,736 | $18,091-90.4% | $14,675-88.2% | $11,427-84.8% |