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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 | $271,803 | $160,040+69.8% | $147,096+84.8% | $145,877+86.3% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 19.48% | 98.49%-79.0pp | 419.75%-400.3pp | 551.28%-531.8pp |
| Employer contribution / active EE | $649 | $5,289-87.7% | $4,936-86.9% | $4,663-86.1% |
| Participant deferral / active EE | $6,549 | $8,429-22.3% | $8,071-18.9% | $6,691-2.1% |
| Admin fee / account holder | $19,056 | $15,050+26.6% | $13,005+46.5% | $13,402+42.2% |