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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 | $327,319 | $132,634+146.8% | $115,768+182.7% | $137,256+138.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 11.07% | 160.70%-149.6pp | 100.46%-89.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,901 | $5,619-12.8% | $4,917-0.3% | $6,407-23.5% |
| Admin fee / account holder | $15,479 | $15,028+3.0% | $12,439+24.4% | $12,270+26.2% |