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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 | $308,744 | $160,070+92.9% | $147,117+109.9% | $145,897+111.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.73% | 98.69%-88.0pp | 420.54%-409.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $536 | $5,285-89.8% | $4,932-89.1% | $4,663-88.5% |
| Participant deferral / active EE | $10,322 | $8,419+22.6% | $8,065+28.0% | $6,689+54.3% |
| Admin fee / account holder | $867 | $15,035-94.2% | $12,993-93.3% | $13,390-93.5% |