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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 | $393,705 | $160,070+146.0% | $147,117+167.6% | $145,897+169.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.12% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $933 | $5,285-82.3% | $4,932-81.1% | $4,663-80.0% |
| Participant deferral / active EE | $3,383 | $8,419-59.8% | $8,065-58.1% | $6,689-49.4% |
| Admin fee / account holder | $4,332 | $15,035-71.2% | $12,993-66.7% | $13,390-67.6% |