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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 | $470,061 | $176,105+166.9% | $159,474+194.8% | $167,536+180.6% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 17.72% | 331.91%-314.2pp | 263.68%-246.0pp | 478.82%-461.1pp |
| Employer contribution / active EE | -$48 | $5,299-100.9% | $4,831-101.0% | $4,839-101.0% |
| Participant deferral / active EE | $12,063 | $7,751+55.6% | $7,353+64.0% | $6,342+90.2% |
| Admin fee / account holder | $1,521 | $12,559-87.9% | $10,802-85.9% | $12,315-87.6% |