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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 | $306,302 | $160,040+91.4% | $147,096+108.2% | $145,877+110.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 13.46% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $378 | $5,289-92.9% | $4,936-92.3% | $4,663-91.9% |
| Participant deferral / active EE | $11,482 | $8,429+36.2% | $8,071+42.3% | $6,691+71.6% |
| Admin fee / account holder | $52,973 | $15,050+252.0% | $13,005+307.3% | $13,402+295.3% |