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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 | $1,022,281 | $162,136+530.5% | $152,301+571.2% | $154,746+560.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.11% | 91.02%-78.9pp | 80.50%-68.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $25,000 | $8,341+199.7% | $8,004+212.4% | $6,730+271.5% |
| Admin fee / account holder | $44,280 | $15,759+181.0% | $14,398+207.5% | $14,365+208.2% |