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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 | $1,716,546 | $209,336+720.0% | $197,124+770.8% | $137,256+1150.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.41% | 48.09%-34.7pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $880 | $6,591-86.6% | $6,227-85.9% | $4,156-78.8% |
| Participant deferral / active EE | $7,980 | $9,614-17.0% | $9,135-12.6% | $6,407+24.6% |
| Admin fee / account holder | $102,081 | $17,308+489.8% | $16,298+526.3% | $12,270+731.9% |