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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 | $479,332 | $182,442+162.7% | $163,379+193.4% | $138,895+245.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.8%+8.9pp | 79.9%+5.8pp |
| Annual return | 15.75% | 72.74%-57.0pp | 63.41%-47.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,743 | $6,817-45.1% | $6,282-40.4% | $6,396-41.5% |
| Admin fee / account holder | $8,920 | $10,396-14.2% | $9,818-9.2% | $12,562-29.0% |