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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 | $525,174 | $124,213+322.8% | $118,106+344.7% | $154,746+239.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 19.11% | 18.29%+0.8pp | 19.44%-0.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,343 | $4,905-72.6% | $4,698-71.4% | $4,379-69.3% |
| Participant deferral / active EE | $23,450 | $6,859+241.9% | $6,619+254.3% | $6,730+248.4% |
| Admin fee / account holder | $4,244 | $9,627-55.9% | $8,973-52.7% | $14,365-70.5% |