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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 | $623,939 | $162,136+284.8% | $152,301+309.7% | $154,746+303.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.15% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $296 | $4,890-94.0% | $4,624-93.6% | $4,379-93.3% |
| Participant deferral / active EE | $13,452 | $8,341+61.3% | $8,004+68.1% | $6,730+99.9% |
| Admin fee / account holder | $69,030 | $15,759+338.0% | $14,398+379.4% | $14,365+380.5% |