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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 | $281,727 | $209,874+34.2% | $189,537+48.6% | $167,536+68.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 55.81% | 748.61%-692.8pp | 555.34%-499.5pp | 478.82%-423.0pp |
| Employer contribution / active EE | $1,069 | $6,913-84.5% | $6,161-82.7% | $4,839-77.9% |
| Participant deferral / active EE | $5,280 | $8,934-40.9% | $8,220-35.8% | $6,342-16.7% |
| Admin fee / account holder | $729 | $14,299-94.9% | $12,048-93.9% | $12,315-94.1% |