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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 | $321,323 | $176,786+81.8% | $146,643+119.1% | $167,536+91.8% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 20.10% | 24.04%-3.9pp | 22.75%-2.7pp | 478.82%-458.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,012 | $6,440-53.2% | $5,506-45.3% | $6,342-52.5% |
| Admin fee / account holder | $5,737 | $13,262-56.7% | $10,280-44.2% | $12,315-53.4% |