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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 | $336,296 | $202,342+66.2% | $172,753+94.7% | $152,909+119.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.10% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $423 | $5,857-92.8% | $5,144-91.8% | $4,764-91.1% |
| Participant deferral / active EE | $4,164 | $5,948-30.0% | $5,198-19.9% | $5,851-28.8% |
| Admin fee / account holder | $774 | $17,112-95.5% | $13,956-94.5% | $11,601-93.3% |