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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 | $562,634 | $160,040+251.6% | $147,096+282.5% | $145,877+285.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.61% | 98.49%-80.9pp | 419.75%-402.1pp | 551.28%-533.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,991 | $8,429+137.2% | $8,071+147.7% | $6,691+198.8% |
| Admin fee / account holder | $7,127 | $15,050-52.6% | $13,005-45.2% | $13,402-46.8% |