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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 | $265,382 | $152,619+73.9% | $125,195+112.0% | $152,909+73.6% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 22.82% | 54.85%-32.0pp | 43.79%-21.0pp | 345.46%-322.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,735 | $5,869+82.9% | $4,937+117.4% | $5,851+83.5% |
| Admin fee / account holder | $32,891 | $13,437+144.8% | $9,704+238.9% | $11,601+183.5% |