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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 | $569,961 | $166,089+243.2% | $164,928+245.6% | $145,978+290.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.01% | 100.26%-88.2pp | 70.08%-58.1pp | 550.52%-538.5pp |
| Employer contribution / active EE | $771 | $5,276-85.4% | $4,343-82.2% | $4,662-83.5% |
| Participant deferral / active EE | $3,750 | $6,961-46.1% | $6,034-37.8% | $6,690-43.9% |
| Admin fee / account holder | $9,341 | $16,641-43.9% | $12,684-26.4% | $13,400-30.3% |