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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 | $402,018 | $139,948+187.3% | $121,663+230.4% | $154,746+159.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.27% | 230.52%-214.2pp | 147.54%-131.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | -$36 | $3,521-101.0% | $3,020-101.2% | $4,379-100.8% |
| Participant deferral / active EE | $3,696 | $5,629-34.3% | $4,887-24.4% | $6,730-45.1% |
| Admin fee / account holder | $214,027 | $17,321+1135.7% | $14,289+1397.8% | $14,365+1389.9% |