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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 | $455,887 | $129,737+251.4% | $119,126+282.7% | $154,746+194.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.85% | 379.08%-363.2pp | 282.11%-266.3pp | 172.34%-156.5pp |
| Employer contribution / active EE | $518 | $4,375-88.2% | $4,034-87.2% | $4,379-88.2% |
| Participant deferral / active EE | $3,591 | $5,842-38.5% | $5,318-32.5% | $6,730-46.6% |
| Admin fee / account holder | $2,749 | $11,961-77.0% | $10,693-74.3% | $14,365-80.9% |