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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 | $682,464 | $169,356+303.0% | $129,406+427.4% | $145,897+367.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.62% | 14418.62%-14402.0pp | 9468.18%-9451.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,575 | $4,987+112.1% | $4,167+153.8% | $6,689+58.1% |
| Admin fee / account holder | $13,594 | $9,915+37.1% | $7,689+76.8% | $13,390+1.5% |