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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 | $403,053 | $100,970+299.2% | $96,576+317.3% | $137,256+193.7% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 14.21% | 38.16%-24.0pp | 38.47%-24.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,350 | $8,286+49.0% | $7,956+55.2% | $6,407+92.8% |
| Admin fee / account holder | $53,489 | $11,312+372.9% | $11,381+370.0% | $12,270+335.9% |