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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 | $435,328 | $72,071+504.0% | $68,368+536.7% | $137,256+217.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.58% | 353.14%-336.6pp | 292.57%-276.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,275 | $4,410+155.7% | $4,123+173.5% | $6,407+76.0% |
| Admin fee / account holder | $168,007 | $5,336+3048.8% | $5,150+3162.4% | $12,270+1269.2% |