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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 | $585,547 | $111,814+423.7% | $93,654+525.2% | $145,959+301.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.02% | 203.30%-184.3pp | 133.34%-114.3pp | 561.95%-542.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $30,500 | $4,914+520.6% | $4,413+591.2% | $6,689+356.0% |
| Admin fee / account holder | $5,454 | $10,246-46.8% | $8,282-34.1% | $13,398-59.3% |