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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 | $803,217 | $160,028+401.9% | $147,080+446.1% | $145,884+450.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.80% | 98.60%-86.8pp | 420.17%-408.4pp | 551.85%-540.0pp |
| Employer contribution / active EE | $600 | $5,286-88.6% | $4,933-87.8% | $4,662-87.1% |
| Participant deferral / active EE | $21,525 | $8,422+155.6% | $8,066+166.9% | $6,690+221.8% |
| Admin fee / account holder | $3,824 | $15,030-74.6% | $12,989-70.6% | $13,392-71.4% |