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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 | $264,309 | $162,821+62.3% | $133,978+97.3% | $158,982+66.3% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 80.77% | 41.95%+38.8pp | 45.10%+35.7pp | 302.99%-222.2pp |
| Employer contribution / active EE | $337 | $4,976-93.2% | $3,919-91.4% | $4,763-92.9% |
| Participant deferral / active EE | $5,156 | $5,910-12.8% | $5,047+2.1% | $5,983-13.8% |
| Admin fee / account holder | $2,943 | $11,742-74.9% | $8,930-67.0% | $11,252-73.8% |