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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 | $639,982 | $160,040+299.9% | $147,096+335.1% | $145,877+338.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.54% | 98.49%-82.0pp | 419.75%-403.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $643 | $5,289-87.8% | $4,936-87.0% | $4,663-86.2% |
| Participant deferral / active EE | $11,741 | $8,429+39.3% | $8,071+45.5% | $6,691+75.5% |
| Admin fee / account holder | $8,221 | $15,050-45.4% | $13,005-36.8% | $13,402-38.7% |