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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 | $260,645 | $160,040+62.9% | $147,096+77.2% | $145,877+78.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.10% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | -$960 | $5,289-118.1% | $4,936-119.4% | $4,663-120.6% |
| Participant deferral / active EE | $7,500 | $8,429-11.0% | $8,071-7.1% | $6,691+12.1% |
| Admin fee / account holder | $3,436 | $15,050-77.2% | $13,005-73.6% | $13,402-74.4% |