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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 | $334,199 | $176,120+89.8% | $159,487+109.5% | $167,553+99.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.27% | 331.95%-320.7pp | 263.71%-252.4pp | 478.89%-467.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $16,000 | $7,752+106.4% | $7,354+117.6% | $6,343+152.3% |
| Admin fee / account holder | $1,124 | $12,561-91.1% | $10,804-89.6% | $12,316-90.9% |