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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 | $303,857 | $165,399+83.7% | $149,745+102.9% | $158,982+91.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.50% | 348.34%-327.8pp | 276.72%-256.2pp | 302.99%-282.5pp |
| Employer contribution / active EE | $477 | $5,105-90.6% | $4,646-89.7% | $4,763-90.0% |
| Participant deferral / active EE | $5,683 | $7,183-20.9% | $6,843-17.0% | $5,983-5.0% |
| Admin fee / account holder | $32,513 | $10,811+200.7% | $9,312+249.2% | $11,252+189.0% |