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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 | $269,952 | $165,361+63.2% | $149,715+80.3% | $158,950+69.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 8.84% | 348.24%-339.4pp | 276.66%-267.8pp | 302.91%-294.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,930 | $7,182-3.5% | $6,842+1.3% | $5,983+15.8% |
| Admin fee / account holder | $2,504 | $10,808-76.8% | $9,310-73.1% | $11,248-77.7% |