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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 | $254,803 | $160,040+59.2% | $147,096+73.2% | $145,877+74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $965 | $5,289-81.8% | $4,936-80.4% | $4,663-79.3% |
| Participant deferral / active EE | $7,520 | $8,429-10.8% | $8,071-6.8% | $6,691+12.4% |
| Admin fee / account holder | $2,895 | $15,050-80.8% | $13,005-77.7% | $13,402-78.4% |