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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 | $1,196,799 | $201,370+494.3% | $184,256+549.5% | $145,897+720.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.25% | 29.05%-14.8pp | 28.85%-14.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $660 | $7,024-90.6% | $6,427-89.7% | $4,663-85.8% |
| Participant deferral / active EE | $5,985 | $9,808-39.0% | $9,133-34.5% | $6,689-10.5% |
| Admin fee / account holder | $46,196 | $16,364+182.3% | $13,899+232.4% | $13,390+245.0% |