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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 | $1,412,616 | $139,948+909.4% | $121,663+1061.1% | $154,746+812.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 30.40% | 230.52%-200.1pp | 147.54%-117.1pp | 172.34%-141.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,500 | $5,629+246.4% | $4,887+299.0% | $6,730+189.7% |
| Admin fee / account holder | $11,378 | $17,321-34.3% | $14,289-20.4% | $14,365-20.8% |