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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 | $398,757 | $176,077+126.5% | $159,455+150.1% | $167,518+138.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.55% | 331.83%-318.3pp | 263.63%-250.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $194 | $5,298-96.3% | $4,830-96.0% | $4,838-96.0% |
| Participant deferral / active EE | $2,696 | $7,751-65.2% | $7,353-63.3% | $6,342-57.5% |
| Admin fee / account holder | $402 | $12,556-96.8% | $10,800-96.3% | $12,312-96.7% |