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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 | $593,817 | $124,425+377.3% | $112,040+430.0% | $137,256+332.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.94% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,022 | $5,718+197.7% | $5,098+233.9% | $6,407+165.7% |
| Admin fee / account holder | $6,733 | $15,207-55.7% | $12,098-44.3% | $12,270-45.1% |