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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 | $1,464,969 | $115,814+1164.9% | $101,275+1346.5% | $158,982+821.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.39% | 56.16%-43.8pp | 46.48%-34.1pp | 302.99%-290.6pp |
| Employer contribution / active EE | $481 | $4,176-88.5% | $3,660-86.9% | $4,763-89.9% |
| Participant deferral / active EE | $20,500 | $4,958+313.5% | $4,371+369.0% | $5,983+242.6% |
| Admin fee / account holder | $8,787 | $7,249+21.2% | $5,948+47.7% | $11,252-21.9% |