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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 | $265,674 | $132,099+101.1% | $115,599+129.8% | $138,895+91.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 19.10% | 176.76%-157.7pp | 111.10%-92.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $32,125 | $5,617+471.9% | $4,889+557.0% | $6,396+402.3% |
| Admin fee / account holder | $1,703 | $15,650-89.1% | $12,841-86.7% | $12,562-86.4% |