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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 | $416,845 | $160,040+160.5% | $147,096+183.4% | $145,877+185.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.65% | 98.49%-80.8pp | 419.75%-402.1pp | 551.28%-533.6pp |
| Employer contribution / active EE | $668 | $5,289-87.4% | $4,936-86.5% | $4,663-85.7% |
| Participant deferral / active EE | $3,477 | $8,429-58.7% | $8,071-56.9% | $6,691-48.0% |
| Admin fee / account holder | $1,015 | $15,050-93.3% | $13,005-92.2% | $13,402-92.4% |