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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 | $827,077 | $201,344+310.8% | $184,243+348.9% | $145,877+467.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.34% | 29.01%+9.3pp | 28.82%+9.5pp | 551.28%-512.9pp |
| Employer contribution / active EE | $800 | $7,022-88.6% | $6,427-87.6% | $4,663-82.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $705 | $16,382-95.7% | $13,914-94.9% | $13,402-94.7% |