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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 | $160,070+160.4% | $147,117+183.3% | $145,897+185.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.65% | 98.69%-81.0pp | 420.54%-402.9pp | 552.29%-534.6pp |
| Employer contribution / active EE | $668 | $5,285-87.4% | $4,932-86.5% | $4,663-85.7% |
| Participant deferral / active EE | $3,477 | $8,419-58.7% | $8,065-56.9% | $6,689-48.0% |
| Admin fee / account holder | $1,015 | $15,035-93.2% | $12,993-92.2% | $13,390-92.4% |