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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 | $332,919 | $209,422+59.0% | $178,503+86.5% | $158,982+109.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.14% | 188.81%-175.7pp | 151.12%-138.0pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,094 | $5,707-80.8% | $5,011-78.2% | $4,763-77.0% |
| Participant deferral / active EE | $13,568 | $5,955+127.8% | $5,202+160.8% | $5,983+126.8% |
| Admin fee / account holder | $5,778 | $17,079-66.2% | $13,987-58.7% | $11,252-48.6% |