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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 | $364,327 | $209,425+74.0% | $178,499+104.1% | $158,966+129.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.62% | 188.80%-169.2pp | 151.10%-131.5pp | 302.95%-283.3pp |
| Employer contribution / active EE | $1,100 | $5,707-80.7% | $5,011-78.0% | $4,762-76.9% |
| Participant deferral / active EE | $3,900 | $5,955-34.5% | $5,202-25.0% | $5,983-34.8% |
| Admin fee / account holder | $3,979 | $17,078-76.7% | $13,986-71.6% | $11,250-64.6% |