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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 | $762,538 | $160,040+376.5% | $147,096+418.4% | $145,877+422.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.02% | 98.49%-68.5pp | 419.75%-389.7pp | 551.28%-521.3pp |
| Employer contribution / active EE | -$6,322 | $5,289-219.5% | $4,936-228.1% | $4,663-235.6% |
| Participant deferral / active EE | $29,913 | $8,429+254.9% | $8,071+270.6% | $6,691+347.1% |
| Admin fee / account holder | $15,901 | $15,050+5.7% | $13,005+22.3% | $13,402+18.6% |