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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 | $343,623 | $197,637+73.9% | $177,848+93.2% | $158,982+116.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.71% | 58.77%-35.1pp | 48.33%-24.6pp | 302.99%-279.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,000 | $8,405-16.7% | $7,714-9.3% | $5,983+17.0% |
| Admin fee / account holder | $970 | $15,406-93.7% | $12,431-92.2% | $11,252-91.4% |