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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 | $1,318,304 | $149,040+784.5% | $120,225+996.5% | $137,256+860.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.53% | 605.68%-593.2pp | 439.23%-426.7pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,162 | $4,655+247.2% | $3,999+304.2% | $6,407+152.3% |
| Admin fee / account holder | $70,108 | $6,348+1004.5% | $5,696+1130.8% | $12,270+471.4% |