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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 | $1,399,279 | $165,381+746.1% | $149,730+834.5% | $158,966+780.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 52.20% | 348.29%-296.1pp | 276.70%-224.5pp | 302.95%-250.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,412 | $7,182-66.4% | $6,843-64.7% | $5,983-59.7% |
| Admin fee / account holder | $30,556 | $10,809+182.7% | $9,310+228.2% | $11,250+171.6% |