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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 | $816,434 | $156,398+422.0% | $147,318+454.2% | $138,895+487.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.54% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $255 | $4,853-94.7% | $4,593-94.4% | $4,194-93.9% |
| Participant deferral / active EE | $14,811 | $8,237+79.8% | $7,906+87.3% | $6,396+131.6% |
| Admin fee / account holder | $401,664 | $14,976+2582.1% | $13,708+2830.2% | $12,562+3097.4% |