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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 | $751,495 | $167,353+349.0% | $143,797+422.6% | $134,545+458.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.00% | 0.48%-13.5pp | -0.04%-13.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $895 | $5,620-84.1% | $4,952-81.9% | $4,742-81.1% |
| Participant deferral / active EE | $2,455 | $6,447-61.9% | $5,638-56.5% | $6,401-61.6% |
| Admin fee / account holder | $12,500 | $18,096-30.9% | $14,679-14.8% | $11,431+9.4% |