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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 | $776,498 | $88,702+775.4% | $81,780+849.5% | $145,978+431.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.75% | 1029.12%-1004.4pp | 776.27%-751.5pp | 550.52%-525.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $19,333 | $4,645+316.2% | $4,321+347.5% | $6,690+189.0% |
| Admin fee / account holder | $2,907 | $8,414-65.5% | $7,384-60.6% | $13,400-78.3% |