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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 | $557,826 | $70,366+692.8% | $66,674+736.7% | $138,895+301.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.28% | 386.41%-365.1pp | 321.24%-300.0pp | 145.39%-124.1pp |
| Employer contribution / active EE | $337 | $2,765-87.8% | $2,620-87.1% | $4,194-92.0% |
| Participant deferral / active EE | $2,833 | $4,374-35.2% | $4,084-30.6% | $6,396-55.7% |
| Admin fee / account holder | $1,217 | $5,262-76.9% | $5,098-76.1% | $12,562-90.3% |