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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 | $1,044,216 | $115,814+801.6% | $101,275+931.1% | $158,982+556.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.39% | 56.16%-46.8pp | 46.48%-37.1pp | 302.99%-293.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,000 | $4,958+142.0% | $4,371+174.6% | $5,983+100.6% |
| Admin fee / account holder | $42,754 | $7,249+489.8% | $5,948+618.8% | $11,252+280.0% |