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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 | $1,326,578 | $227,399+483.4% | $189,758+599.1% | $198,609+567.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.58% | 61.03%-48.4pp | 52.62%-40.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,380 | $5,526-75.0% | $4,767-71.0% | $5,055-72.7% |
| Participant deferral / active EE | $34,750 | $6,837+408.3% | $5,856+493.4% | $6,977+398.1% |
| Admin fee / account holder | $10,773 | $25,162-57.2% | $20,388-47.2% | $19,030-43.4% |