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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 | $540,268 | $223,823+141.4% | $211,142+155.9% | $154,746+249.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 47.96% | 50.39%-2.4pp | 46.84%+1.1pp | 172.34%-124.4pp |
| Employer contribution / active EE | $975 | $6,787-85.6% | $6,442-84.9% | $4,379-77.7% |
| Participant deferral / active EE | $10,333 | $9,750+6.0% | $9,284+11.3% | $6,730+53.5% |
| Admin fee / account holder | $50,083 | $19,707+154.1% | $19,076+162.5% | $14,365+248.6% |