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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 | $595,140 | $176,105+237.9% | $159,474+273.2% | $167,536+255.2% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 16.83% | 331.91%-315.1pp | 263.68%-246.8pp | 478.82%-462.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $12,438 | $7,751+60.5% | $7,353+69.2% | $6,342+96.1% |
| Admin fee / account holder | $10,756 | $12,559-14.4% | $10,802-0.4% | $12,315-12.7% |