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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 | $599,717 | $183,516+226.8% | $155,534+285.6% | $145,884+311.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.97% | 61.43%-48.5pp | 64.92%-51.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $964 | $5,315-81.9% | $4,675-79.4% | $4,662-79.3% |
| Participant deferral / active EE | $1,989 | $6,467-69.2% | $5,630-64.7% | $6,690-70.3% |
| Admin fee / account holder | $5,668 | $19,293-70.6% | $15,900-64.4% | $13,392-57.7% |