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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 | $982,990 | $175,259+460.9% | $149,723+556.5% | $139,487+604.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 136.21% | 166.82%-30.6pp | 134.50%+1.7pp | 373.84%-237.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $27,296 | $6,522+318.5% | $5,682+380.3% | $6,713+306.6% |
| Admin fee / account holder | $5,506 | $16,158-65.9% | $13,215-58.3% | $11,407-51.7% |