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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 | $582,277 | $160,070+263.8% | $147,117+295.8% | $145,897+299.1% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 140.74% | 98.69%+42.0pp | 420.54%-279.8pp | 552.29%-411.6pp |
| Employer contribution / active EE | $496 | $5,285-90.6% | $4,932-90.0% | $4,663-89.4% |
| Participant deferral / active EE | $12,071 | $8,419+43.4% | $8,065+49.7% | $6,689+80.5% |
| Admin fee / account holder | $16,486 | $15,035+9.6% | $12,993+26.9% | $13,390+23.1% |