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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 | $494,277 | $209,425+136.0% | $178,499+176.9% | $158,966+210.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.80% | 188.80%-161.0pp | 151.10%-123.3pp | 302.95%-275.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $24,375 | $5,955+309.3% | $5,202+368.6% | $5,983+307.4% |
| Admin fee / account holder | $64,436 | $17,078+277.3% | $13,986+360.7% | $11,250+472.8% |