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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 | $264,262 | $202,440+30.5% | $169,390+56.0% | $139,466+89.5% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.2%+13.7pp | 80.3%+10.6pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $295 | $4,693-93.7% | $4,013-92.6% | $4,754-93.8% |
| Participant deferral / active EE | $3,861 | $6,940-44.4% | $6,222-37.9% | $6,712-42.5% |
| Admin fee / account holder | $7,995 | $10,722-25.4% | $9,015-11.3% | $11,409-29.9% |