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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 | $308,294 | $196,972+56.5% | $182,262+69.1% | $198,609+55.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.70% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,004 | $5,364-81.3% | $5,046-80.1% | $5,055-80.1% |
| Participant deferral / active EE | $18,056 | $8,643+108.9% | $8,276+118.2% | $6,977+158.8% |
| Admin fee / account holder | $6,368 | $18,429-65.4% | $16,712-61.9% | $19,030-66.5% |