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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 | $835,220 | $160,028+421.9% | $147,080+467.9% | $145,884+472.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.82% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,000 | $8,422+78.1% | $8,066+86.0% | $6,690+124.2% |
| Admin fee / account holder | $1,968 | $15,030-86.9% | $12,989-84.9% | $13,392-85.3% |