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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 | $802,790 | $142,361+463.9% | $119,608+571.2% | $134,509+496.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.94% | -12.46%-4.5pp | -14.98%-2.0pp | 418.13%-435.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,450 | $6,468+92.5% | $5,601+122.3% | $6,400+94.5% |
| Admin fee / account holder | $33,152 | $13,588+144.0% | $10,326+221.1% | $11,427+190.1% |