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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 | $575,834 | $109,372+426.5% | $89,414+544.0% | $158,966+262.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.85% | 345.55%-326.7pp | 245.50%-226.6pp | 302.95%-284.1pp |
| Employer contribution / active EE | $100 | $3,171-96.8% | $2,586-96.1% | $4,762-97.9% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,747 | $6,156-22.9% | $4,883-2.8% | $11,250-57.8% |