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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 | $336,429 | $157,276+113.9% | $141,177+138.3% | $152,885+120.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.01% | 64.33%-46.3pp | 71.40%-53.4pp | 345.39%-327.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $19,000 | $7,110+167.2% | $6,710+183.2% | $5,851+224.7% |
| Admin fee / account holder | $392 | $12,123-96.8% | $10,263-96.2% | $11,598-96.6% |