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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 | $437,520 | $159,934+173.6% | $147,005+197.6% | $145,959+199.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 23.08% | 98.24%-75.2pp | 418.76%-395.7pp | 561.95%-538.9pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,913 | $8,427+41.4% | $8,070+47.6% | $6,689+78.1% |
| Admin fee / account holder | $500 | $15,053-96.7% | $13,006-96.2% | $13,398-96.3% |