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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 | $302,453 | $209,874+44.1% | $189,537+59.6% | $167,536+80.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.06% | 748.61%-729.6pp | 555.34%-536.3pp | 478.82%-459.8pp |
| Employer contribution / active EE | $1,364 | $6,913-80.3% | $6,161-77.9% | $4,839-71.8% |
| Participant deferral / active EE | $10,979 | $8,934+22.9% | $8,220+33.6% | $6,342+73.1% |
| Admin fee / account holder | $5,468 | $14,299-61.8% | $12,048-54.6% | $12,315-55.6% |