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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 | $827,641 | $174,379+374.6% | $152,093+444.2% | $138,895+495.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.52% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $750 | $4,652-83.9% | $4,175-82.0% | $4,194-82.1% |
| Participant deferral / active EE | $17,072 | $6,159+177.2% | $5,451+213.2% | $6,396+166.9% |
| Admin fee / account holder | $7,578 | $16,880-55.1% | $14,497-47.7% | $12,562-39.7% |