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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 | $599,589 | $227,291+163.8% | $214,702+179.3% | $155,188+286.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 13.22% | 60.08%-46.9pp | 54.55%-41.3pp | 148.84%-135.6pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,800 | $9,582-49.9% | $9,147-47.5% | $6,531-26.5% |
| Admin fee / account holder | $3,161 | $20,413-84.5% | $19,830-84.1% | $14,480-78.2% |