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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 | $288,912 | $160,028+80.5% | $147,080+96.4% | $145,884+98.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.16% | 98.60%-84.4pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $788 | $5,286-85.1% | $4,933-84.0% | $4,662-83.1% |
| Participant deferral / active EE | $8,587 | $8,422+2.0% | $8,066+6.5% | $6,690+28.4% |
| Admin fee / account holder | $3,240 | $15,030-78.4% | $12,989-75.1% | $13,392-75.8% |