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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 | $597,394 | $178,174+235.3% | $156,181+282.5% | $137,256+335.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.34% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,055 | $4,972-78.8% | $4,294-75.4% | $4,156-74.6% |
| Participant deferral / active EE | $2,696 | $6,888-60.9% | $6,132-56.0% | $6,407-57.9% |
| Admin fee / account holder | $18,465 | $17,404+6.1% | $14,586+26.6% | $12,270+50.5% |