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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 | $780,936 | $190,862+309.2% | $159,991+388.1% | $134,509+480.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | 8.40% | 552.59%-544.2pp | 408.82%-400.4pp | 418.13%-409.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,250 | $6,924-53.1% | $6,183-47.4% | $6,400-49.2% |
| Admin fee / account holder | $27,940 | $10,495+166.2% | $8,715+220.6% | $11,427+144.5% |