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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 | $752,023 | $202,345+271.7% | $172,755+335.3% | $152,885+391.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 45.61% | 1029.77%-984.2pp | 802.94%-757.3pp | 345.39%-299.8pp |
| Employer contribution / active EE | $830 | $5,858-85.8% | $5,144-83.9% | $4,763-82.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,167 | $17,111+23.7% | $13,955+51.7% | $11,598+82.5% |