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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 | $132,099+969.4% | $115,599+1122.0% | $138,895+917.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 30.40% | 176.76%-146.4pp | 111.10%-80.7pp | 145.39%-115.0pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,500 | $5,617+247.2% | $4,889+298.8% | $6,396+204.9% |
| Admin fee / account holder | $11,378 | $15,650-27.3% | $12,841-11.4% | $12,562-9.4% |