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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 | $593,817 | $138,312+329.3% | $122,979+382.9% | $155,188+282.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.94% | 22.06%-7.1pp | 20.12%-5.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $17,022 | $5,592+204.4% | $5,003+240.2% | $6,531+160.6% |
| Admin fee / account holder | $6,733 | $15,089-55.4% | $12,864-47.7% | $14,480-53.5% |