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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 | $1,032,753 | $196,972+424.3% | $182,262+466.6% | $198,609+420.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 71.49% | 158.27%-86.8pp | 140.60%-69.1pp | 202.70%-131.2pp |
| Employer contribution / active EE | $1,090 | $5,364-79.7% | $5,046-78.4% | $5,055-78.4% |
| Participant deferral / active EE | $3,900 | $8,643-54.9% | $8,276-52.9% | $6,977-44.1% |
| Admin fee / account holder | $22,709 | $18,429+23.2% | $16,712+35.9% | $19,030+19.3% |