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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 | $300,075 | $202,345+48.3% | $172,755+73.7% | $152,885+96.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 24.38% | 1029.77%-1005.4pp | 802.94%-778.6pp | 345.39%-321.0pp |
| Employer contribution / active EE | $987 | $5,858-83.1% | $5,144-80.8% | $4,763-79.3% |
| Participant deferral / active EE | $5,291 | $5,948-11.1% | $5,198+1.8% | $5,851-9.6% |
| Admin fee / account holder | $415 | $17,111-97.6% | $13,955-97.0% | $11,598-96.4% |