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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 | $853,093 | $118,695+618.7% | $98,916+762.4% | $158,950+436.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.52% | 372.39%-356.9pp | 196.45%-180.9pp | 302.91%-287.4pp |
| Employer contribution / active EE | $141 | $3,333-95.8% | $2,689-94.7% | $4,762-97.0% |
| Participant deferral / active EE | $17,920 | $5,088+252.2% | $4,245+322.2% | $5,983+199.5% |
| Admin fee / account holder | $1,508 | $10,132-85.1% | $6,642-77.3% | $11,248-86.6% |