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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 | $749,619 | $96,361+677.9% | $80,607+830.0% | $139,456+437.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.79% | 1350.95%-1330.2pp | 936.11%-915.3pp | 373.45%-352.7pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $25,331 | $5,232+384.2% | $4,448+469.5% | $6,711+277.4% |
| Admin fee / account holder | $1,587 | $6,601-76.0% | $5,379-70.5% | $11,407-86.1% |