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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 | $225,673+112.4% | $203,872+135.1% | $155,188+208.9% |
| Participation rate | 85.7% | 80.3%+5.4pp | 77.8%+7.9pp | 80.8%+4.9pp |
| Annual return | 15.75% | 95.91%-80.2pp | 85.11%-69.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,743 | $6,893-45.7% | $6,388-41.4% | $6,531-42.7% |
| Admin fee / account holder | $8,920 | $12,327-27.6% | $11,730-24.0% | $14,480-38.4% |