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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 | $414,675 | $184,014+125.3% | $161,149+157.3% | $138,895+198.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.90% | 21.52%-5.6pp | 21.16%-5.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,000 | $6,909+44.7% | $6,153+62.5% | $6,396+56.3% |
| Admin fee / account holder | $28,587 | $18,027+58.6% | $15,194+88.1% | $12,562+127.6% |