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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 | $350,988 | $107,941+225.2% | $91,994+281.5% | $152,909+129.5% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 21.05% | 89.28%-68.2pp | 69.04%-48.0pp | 345.46%-324.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,627 | $6,366-27.3% | $5,924-21.9% | $5,851-20.9% |
| Admin fee / account holder | $11,872 | $10,521+12.8% | $7,744+53.3% | $11,601+2.3% |