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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 | $4,145,541 | $209,422+1879.5% | $178,503+2222.4% | $158,982+2507.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 278.20% | 188.81%+89.4pp | 151.12%+127.1pp | 302.99%-24.8pp |
| Employer contribution / active EE | $711 | $5,707-87.6% | $5,011-85.8% | $4,763-85.1% |
| Participant deferral / active EE | $26,000 | $5,955+336.6% | $5,202+399.8% | $5,983+334.5% |
| Admin fee / account holder | $242,922 | $17,079+1322.3% | $13,987+1636.8% | $11,252+2059.0% |