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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 | $301,673 | $209,874+43.7% | $189,537+59.2% | $167,536+80.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.74% | 748.61%-730.9pp | 555.34%-537.6pp | 478.82%-461.1pp |
| Employer contribution / active EE | $401 | $6,913-94.2% | $6,161-93.5% | $4,839-91.7% |
| Participant deferral / active EE | $8,548 | $8,934-4.3% | $8,220+4.0% | $6,342+34.8% |
| Admin fee / account holder | $5,000 | $14,299-65.0% | $12,048-58.5% | $12,315-59.4% |