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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 | $712,692 | $160,028+345.4% | $147,080+384.6% | $145,884+388.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.47% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $774 | $5,286-85.3% | $4,933-84.3% | $4,662-83.4% |
| Participant deferral / active EE | $7,974 | $8,422-5.3% | $8,066-1.1% | $6,690+19.2% |
| Admin fee / account holder | $9,225 | $15,030-38.6% | $12,989-29.0% | $13,392-31.1% |