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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 | $593,435 | $156,398+279.4% | $147,318+302.8% | $138,895+327.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 12.92% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,789 | $8,237+6.7% | $7,906+11.2% | $6,396+37.4% |
| Admin fee / account holder | $8,010 | $14,976-46.5% | $13,708-41.6% | $12,562-36.2% |