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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 | $857,606 | $160,040+435.9% | $147,096+483.0% | $145,877+487.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.21% | 98.49%-77.3pp | 419.75%-398.5pp | 551.28%-530.1pp |
| Employer contribution / active EE | $805 | $5,289-84.8% | $4,936-83.7% | $4,663-82.7% |
| Participant deferral / active EE | $10,080 | $8,429+19.6% | $8,071+24.9% | $6,691+50.7% |
| Admin fee / account holder | $1,237 | $15,050-91.8% | $13,005-90.5% | $13,402-90.8% |