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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 | $367,770 | $155,555+136.4% | $146,866+150.4% | $155,188+137.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.84% | 115.41%-98.6pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $30,650 | $8,044+281.0% | $7,759+295.0% | $6,531+369.3% |
| Admin fee / account holder | $420 | $14,755-97.2% | $13,620-96.9% | $14,480-97.1% |