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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 | $374,921 | $167,415+123.9% | $140,514+166.8% | $198,609+88.8% |
| Participation rate | 87.5% | 80.9%+6.6pp | 77.8%+9.7pp | 82.4%+5.1pp |
| Annual return | 12.88% | 13.85%-1.0pp | 14.36%-1.5pp | 202.70%-189.8pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,882 | $5,579+148.8% | $4,919+182.2% | $6,977+99.0% |
| Admin fee / account holder | $6,507 | $16,730-61.1% | $13,697-52.5% | $19,030-65.8% |