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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 | $280,000 | $160,028+75.0% | $147,080+90.4% | $145,884+91.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.31% | 98.60%-81.3pp | 420.17%-402.9pp | 551.85%-534.5pp |
| Employer contribution / active EE | $572 | $5,286-89.2% | $4,933-88.4% | $4,662-87.7% |
| Participant deferral / active EE | $3,573 | $8,422-57.6% | $8,066-55.7% | $6,690-46.6% |
| Admin fee / account holder | $4,498 | $15,030-70.1% | $12,989-65.4% | $13,392-66.4% |