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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 | $496,902 | $166,131+199.1% | $164,975+201.2% | $145,877+240.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.33% | 100.37%-83.0pp | 70.12%-52.8pp | 551.28%-534.0pp |
| Employer contribution / active EE | $442 | $5,276-91.6% | $4,343-89.8% | $4,663-90.5% |
| Participant deferral / active EE | $20,074 | $6,962+188.3% | $6,033+232.7% | $6,691+200.0% |
| Admin fee / account holder | $2,242 | $16,648-86.5% | $12,688-82.3% | $13,402-83.3% |