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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 | $658,574 | $124,314+429.8% | $109,163+503.3% | $167,518+293.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.86% | 26.04%-9.2pp | 25.75%-8.9pp | 478.71%-461.9pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,950 | $5,256-24.9% | $4,654-15.1% | $6,342-37.7% |
| Admin fee / account holder | $3,051 | $7,973-61.7% | $6,754-54.8% | $12,312-75.2% |