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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 | $655,139 | $157,296+316.5% | $141,191+364.0% | $152,897+328.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.52% | 64.34%-44.8pp | 71.41%-51.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,429 | $7,111+18.5% | $6,710+25.6% | $5,851+44.1% |
| Admin fee / account holder | $9,354 | $12,125-22.9% | $10,264-8.9% | $11,599-19.4% |