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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 | $764,746 | $183,988+315.6% | $162,177+371.5% | $152,897+400.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.57% | 150.79%-131.2pp | 115.60%-96.0pp | 345.43%-325.9pp |
| Employer contribution / active EE | $360 | $6,370-94.3% | $5,613-93.6% | $4,764-92.4% |
| Participant deferral / active EE | $8,912 | $8,032+11.0% | $7,297+22.1% | $5,851+52.3% |
| Admin fee / account holder | $25,781 | $13,123+96.5% | $10,843+137.8% | $11,599+122.3% |