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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 | $287,127 | $160,070+79.4% | $147,117+95.2% | $145,897+96.8% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 18.53% | 98.69%-80.2pp | 420.54%-402.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $765 | $5,285-85.5% | $4,932-84.5% | $4,663-83.6% |
| Participant deferral / active EE | $11,166 | $8,419+32.6% | $8,065+38.5% | $6,689+66.9% |
| Admin fee / account holder | $5,643 | $15,035-62.5% | $12,993-56.6% | $13,390-57.9% |