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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 | $983,917 | $156,398+529.1% | $147,318+567.9% | $138,895+608.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.80% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $495 | $4,853-89.8% | $4,593-89.2% | $4,194-88.2% |
| Participant deferral / active EE | $7,803 | $8,237-5.3% | $7,906-1.3% | $6,396+22.0% |
| Admin fee / account holder | $22,456 | $14,976+50.0% | $13,708+63.8% | $12,562+78.8% |