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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 | $554,660 | $150,207+269.3% | $120,380+360.8% | $145,978+280.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.61% | 154.28%-140.7pp | 107.28%-93.7pp | 550.52%-536.9pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $39,500 | $6,175+539.6% | $4,992+691.2% | $6,690+490.5% |
| Admin fee / account holder | $2,160 | $12,203-82.3% | $9,421-77.1% | $13,400-83.9% |