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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 | $500,449 | $148,623+236.7% | $135,974+268.0% | $139,466+258.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.61% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $579 | $5,246-89.0% | $4,859-88.1% | $4,754-87.8% |
| Participant deferral / active EE | $4,574 | $8,103-43.6% | $7,760-41.1% | $6,712-31.9% |
| Admin fee / account holder | $2,029 | $12,406-83.6% | $10,767-81.2% | $11,409-82.2% |