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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 | $506,062 | $183,592+175.6% | $155,574+225.3% | $145,877+246.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.96% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $502 | $5,317-90.6% | $4,676-89.3% | $4,663-89.2% |
| Participant deferral / active EE | $5,036 | $6,466-22.1% | $5,629-10.5% | $6,691-24.7% |
| Admin fee / account holder | $30,146 | $19,316+56.1% | $15,914+89.4% | $13,402+124.9% |