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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 | $611,838 | $209,422+192.2% | $178,503+242.8% | $158,982+284.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.48% | 188.81%-180.3pp | 151.12%-142.6pp | 302.99%-294.5pp |
| Employer contribution / active EE | $177 | $5,707-96.9% | $5,011-96.5% | $4,763-96.3% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.8% |
| Admin fee / account holder | $4,760 | $17,079-72.1% | $13,987-66.0% | $11,252-57.7% |