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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 | $159,934+160.6% | $147,005+183.6% | $145,959+185.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.65% | 98.24%-80.6pp | 418.76%-401.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $668 | $5,287-87.4% | $4,934-86.5% | $4,661-85.7% |
| Participant deferral / active EE | $3,477 | $8,427-58.7% | $8,070-56.9% | $6,689-48.0% |
| Admin fee / account holder | $1,015 | $15,053-93.3% | $13,006-92.2% | $13,398-92.4% |