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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 | $637,837 | $156,398+307.8% | $147,318+333.0% | $138,895+359.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.34% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,097 | $8,237-1.7% | $7,906+2.4% | $6,396+26.6% |
| Admin fee / account holder | $32,205 | $14,976+115.1% | $13,708+134.9% | $12,562+156.4% |