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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 | $136,860+333.9% | $120,344+393.4% | $154,746+283.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.94% | 21.38%-6.4pp | 20.30%-5.4pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,022 | $5,793+193.8% | $5,135+231.5% | $6,730+152.9% |
| Admin fee / account holder | $6,733 | $15,393-56.3% | $12,742-47.2% | $14,365-53.1% |