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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 | $159,978+436.1% | $147,041+483.2% | $145,978+487.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.21% | 98.36%-77.2pp | 419.21%-398.0pp | 550.52%-529.3pp |
| Employer contribution / active EE | $805 | $5,288-84.8% | $4,935-83.7% | $4,662-82.7% |
| Participant deferral / active EE | $10,080 | $8,429+19.6% | $8,071+24.9% | $6,690+50.7% |
| Admin fee / account holder | $1,237 | $15,053-91.8% | $13,006-90.5% | $13,400-90.8% |