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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 | $341,974 | $176,794+93.4% | $146,647+133.2% | $167,553+104.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.57% | 24.04%-13.5pp | 22.75%-12.2pp | 478.89%-468.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,404 | $6,440-16.1% | $5,506-1.9% | $6,343-14.8% |
| Admin fee / account holder | $47,259 | $13,262+256.3% | $10,281+359.7% | $12,316+283.7% |