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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 | $862,177 | $148,582+480.3% | $135,942+534.2% | $139,456+518.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.28% | 79.26%-57.0pp | 68.28%-46.0pp | 373.45%-351.2pp |
| Employer contribution / active EE | $433 | $5,245-91.7% | $4,858-91.1% | $4,753-90.9% |
| Participant deferral / active EE | $10,000 | $8,101+23.4% | $7,759+28.9% | $6,711+49.0% |
| Admin fee / account holder | $28,118 | $12,402+126.7% | $10,764+161.2% | $11,407+146.5% |