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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 | $862,847 | $211,288+308.4% | $178,540+383.3% | $145,884+491.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 39.86% | 30.27%+9.6pp | 27.15%+12.7pp | 551.85%-512.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,100 | $6,967-12.4% | $6,281-2.9% | $6,690-8.8% |
| Admin fee / account holder | $832 | $12,105-93.1% | $10,424-92.0% | $13,392-93.8% |