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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 | $518,942 | $176,794+193.5% | $146,647+253.9% | $167,553+209.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.72% | 24.04%-8.3pp | 22.75%-7.0pp | 478.89%-463.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,414 | $6,440+30.6% | $5,506+52.8% | $6,343+32.7% |
| Admin fee / account holder | $13,282 | $13,262+0.2% | $10,281+29.2% | $12,316+7.8% |