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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 | $347,962 | $160,040+117.4% | $147,096+136.6% | $145,877+138.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 20.93% | 98.49%-77.6pp | 419.75%-398.8pp | 551.28%-530.4pp |
| Employer contribution / active EE | $546 | $5,289-89.7% | $4,936-88.9% | $4,663-88.3% |
| Participant deferral / active EE | $10,501 | $8,429+24.6% | $8,071+30.1% | $6,691+57.0% |
| Admin fee / account holder | $2,760 | $15,050-81.7% | $13,005-78.8% | $13,402-79.4% |