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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 | $858,760 | $165,399+419.2% | $149,745+473.5% | $158,982+440.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.70% | 348.34%-332.6pp | 276.72%-261.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $17,619 | $7,183+145.3% | $6,843+157.5% | $5,983+194.5% |
| Admin fee / account holder | $1,824 | $10,811-83.1% | $9,312-80.4% | $11,252-83.8% |