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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 | $886,351 | $154,228+474.7% | $145,433+509.5% | $137,256+545.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 12.50% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,009 | $8,216-26.9% | $7,897-23.9% | $6,407-6.2% |
| Admin fee / account holder | $13,066 | $14,344-8.9% | $13,129-0.5% | $12,270+6.5% |