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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 | $623,939 | $156,398+298.9% | $147,318+323.5% | $138,895+349.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.15% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $296 | $4,853-93.9% | $4,593-93.6% | $4,194-93.0% |
| Participant deferral / active EE | $13,452 | $8,237+63.3% | $7,906+70.1% | $6,396+110.3% |
| Admin fee / account holder | $69,030 | $14,976+360.9% | $13,708+403.6% | $12,562+449.5% |