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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 | $160,028+62.9% | $147,080+77.2% | $145,884+78.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.10% | 98.60%-85.5pp | 420.17%-407.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | -$960 | $5,286-118.2% | $4,933-119.4% | $4,662-120.6% |
| Participant deferral / active EE | $7,500 | $8,422-10.9% | $8,066-7.0% | $6,690+12.1% |
| Admin fee / account holder | $3,436 | $15,030-77.1% | $12,989-73.5% | $13,392-74.3% |