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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 | $251,543 | $202,345+24.3% | $172,755+45.6% | $152,885+64.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 32.96% | 1029.77%-996.8pp | 802.94%-770.0pp | 345.39%-312.4pp |
| Employer contribution / active EE | $891 | $5,858-84.8% | $5,144-82.7% | $4,763-81.3% |
| Participant deferral / active EE | $12,676 | $5,948+113.1% | $5,198+143.9% | $5,851+116.7% |
| Admin fee / account holder | $652 | $17,111-96.2% | $13,955-95.3% | $11,598-94.4% |