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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 | $1,402,432 | $166,089+744.4% | $164,928+750.3% | $145,978+860.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.57% | 100.26%-80.7pp | 70.08%-50.5pp | 550.52%-530.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,000 | $6,961+201.7% | $6,034+248.1% | $6,690+213.9% |
| Admin fee / account holder | $366 | $16,641-97.8% | $12,684-97.1% | $13,400-97.3% |