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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 | $160,070+117.4% | $147,117+136.5% | $145,897+138.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 20.93% | 98.69%-77.8pp | 420.54%-399.6pp | 552.29%-531.4pp |
| Employer contribution / active EE | $546 | $5,285-89.7% | $4,932-88.9% | $4,663-88.3% |
| Participant deferral / active EE | $10,501 | $8,419+24.7% | $8,065+30.2% | $6,689+57.0% |
| Admin fee / account holder | $2,760 | $15,035-81.6% | $12,993-78.8% | $13,390-79.4% |