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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 | $478,582 | $159,978+199.2% | $147,041+225.5% | $145,978+227.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.77% | 98.36%-82.6pp | 419.21%-403.4pp | 550.52%-534.7pp |
| Employer contribution / active EE | $292 | $5,288-94.5% | $4,935-94.1% | $4,662-93.7% |
| Participant deferral / active EE | $7,662 | $8,429-9.1% | $8,071-5.1% | $6,690+14.5% |
| Admin fee / account holder | $13,709 | $15,053-8.9% | $13,006+5.4% | $13,400+2.3% |