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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 | $880,638 | $106,247+728.9% | $96,515+812.4% | $139,466+531.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.98% | 38.47%-22.5pp | 35.73%-19.7pp | 373.66%-357.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $17,200 | $5,456+215.3% | $4,880+252.5% | $6,712+156.3% |
| Admin fee / account holder | $5,951 | $7,885-24.5% | $6,735-11.6% | $11,409-47.8% |