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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 | $422,100 | $107,809+291.5% | $97,032+335.0% | $155,188+172.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 13.14% | 38.06%-24.9pp | 35.38%-22.2pp | 148.84%-135.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $19,720 | $5,129+284.4% | $4,672+322.1% | $6,531+201.9% |
| Admin fee / account holder | $12,789 | $10,717+19.3% | $9,418+35.8% | $14,480-11.7% |