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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 | $423,252 | $201,370+110.2% | $184,256+129.7% | $145,897+190.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.39% | 29.05%-2.7pp | 28.85%-2.5pp | 552.29%-525.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,600 | $9,808+120.2% | $9,133+136.5% | $6,689+222.9% |
| Admin fee / account holder | $63,644 | $16,364+288.9% | $13,899+357.9% | $13,390+375.3% |