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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 | $654,333 | $202,326+223.4% | $172,745+278.8% | $152,870+328.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 41.75% | 1029.72%-988.0pp | 802.90%-761.1pp | 345.34%-303.6pp |
| Employer contribution / active EE | $773 | $5,858-86.8% | $5,144-85.0% | $4,763-83.8% |
| Participant deferral / active EE | $10,791 | $5,948+81.4% | $5,197+107.6% | $5,850+84.4% |
| Admin fee / account holder | $13,361 | $17,110-21.9% | $13,954-4.3% | $11,597+15.2% |