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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 | $260,426 | $175,231+48.6% | $149,696+74.0% | $139,466+86.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.51% | 166.77%-146.3pp | 134.46%-113.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $795 | $5,478-85.5% | $4,821-83.5% | $4,754-83.3% |
| Participant deferral / active EE | $2,956 | $6,521-54.7% | $5,682-48.0% | $6,712-56.0% |
| Admin fee / account holder | $11,489 | $16,155-28.9% | $13,212-13.0% | $11,409+0.7% |