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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 | $539,008 | $227,566+136.9% | $189,558+184.4% | $167,518+221.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 122.62% | 78.43%+44.2pp | 64.19%+58.4pp | 478.71%-356.1pp |
| Employer contribution / active EE | $167 | $5,316-96.9% | $4,412-96.2% | $4,838-96.6% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $37,919 | $11,881+219.2% | $9,809+286.6% | $12,312+208.0% |