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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 | $107,666+274.4% | $102,184+294.4% | $154,746+160.5% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.6%+3.1pp | 80.7%+5.0pp |
| Annual return | 14.21% | 29.33%-15.1pp | 31.58%-17.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,350 | $8,719+41.6% | $8,309+48.6% | $6,730+83.5% |
| Admin fee / account holder | $53,489 | $12,943+313.3% | $11,609+360.8% | $14,365+272.4% |