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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 | $201,344+110.2% | $184,243+129.7% | $145,877+190.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.39% | 29.01%-2.6pp | 28.82%-2.4pp | 551.28%-524.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,600 | $9,807+120.3% | $9,132+136.5% | $6,691+222.8% |
| Admin fee / account holder | $63,644 | $16,382+288.5% | $13,914+357.4% | $13,402+374.9% |