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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 | $88,710+775.3% | $81,783+849.5% | $145,959+432.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.75% | 1027.26%-1002.5pp | 775.05%-750.3pp | 561.95%-537.2pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $19,333 | $4,645+316.2% | $4,320+347.5% | $6,689+189.1% |
| Admin fee / account holder | $2,907 | $8,407-65.4% | $7,380-60.6% | $13,398-78.3% |