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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 | $520,578 | $211,239+146.4% | $178,528+191.6% | $145,877+256.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.12% | 30.22%-13.1pp | 27.11%-10.0pp | 551.28%-534.2pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,253 | $6,963+219.6% | $6,278+254.4% | $6,691+232.6% |
| Admin fee / account holder | $1,040 | $12,095-91.4% | $10,419-90.0% | $13,402-92.2% |