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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 | $405,640 | $183,516+121.0% | $155,534+160.8% | $145,884+178.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.68% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $873 | $5,315-83.6% | $4,675-81.3% | $4,662-81.3% |
| Participant deferral / active EE | $2,360 | $6,467-63.5% | $5,630-58.1% | $6,690-64.7% |
| Admin fee / account holder | $15,142 | $19,293-21.5% | $15,900-4.8% | $13,392+13.1% |