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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 | $159,978+117.5% | $147,041+136.6% | $145,978+138.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 20.93% | 98.36%-77.4pp | 419.21%-398.3pp | 550.52%-529.6pp |
| Employer contribution / active EE | $546 | $5,288-89.7% | $4,935-88.9% | $4,662-88.3% |
| Participant deferral / active EE | $10,501 | $8,429+24.6% | $8,071+30.1% | $6,690+57.0% |
| Admin fee / account holder | $2,760 | $15,053-81.7% | $13,006-78.8% | $13,400-79.4% |