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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 | $2,746,287 | $103,038+2565.3% | $90,324+2940.5% | $152,909+1696.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.96% | 95.25%-70.3pp | 78.15%-53.2pp | 345.46%-320.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13,814 | $4,282+222.6% | $3,885+255.5% | $5,851+136.1% |
| Admin fee / account holder | $1,184 | $6,177-80.8% | $5,356-77.9% | $11,601-89.8% |