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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 | $972,170 | $201,264+383.0% | $184,185+427.8% | $145,978+566.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.02% | 29.00%-9.0pp | 28.81%-8.8pp | 550.52%-530.5pp |
| Employer contribution / active EE | $599 | $7,021-91.5% | $6,426-90.7% | $4,662-87.1% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,690+128.0% |
| Admin fee / account holder | $32,556 | $16,376+98.8% | $13,909+134.1% | $13,400+143.0% |