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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 | $406,383 | $202,345+100.8% | $172,755+135.2% | $152,885+165.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 42.97% | 1029.77%-986.8pp | 802.94%-760.0pp | 345.39%-302.4pp |
| Employer contribution / active EE | $1,013 | $5,858-82.7% | $5,144-80.3% | $4,763-78.7% |
| Participant deferral / active EE | $12,500 | $5,948+110.1% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $1,453 | $17,111-91.5% | $13,955-89.6% | $11,598-87.5% |