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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 | $255,038 | $150,447+69.5% | $136,298+87.1% | $147,586+72.8% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 12.44% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $758 | $5,256-85.6% | $4,696-83.9% | $4,876-84.5% |
| Participant deferral / active EE | $10,327 | $6,631+55.7% | $6,247+65.3% | $5,439+89.9% |
| Admin fee / account holder | $373 | $10,906-96.6% | $9,244-96.0% | $10,886-96.6% |