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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 | $424,954 | $160,040+165.5% | $147,096+188.9% | $145,877+191.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.38% | 98.49%-79.1pp | 419.75%-400.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,099 | $8,429-63.2% | $8,071-61.6% | $6,691-53.7% |
| Admin fee / account holder | $7,905 | $15,050-47.5% | $13,005-39.2% | $13,402-41.0% |