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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 | $310,638 | $166,242+86.9% | $165,071+88.2% | $145,884+112.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 11.74% | 100.44%-88.7pp | 70.17%-58.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,560 | $6,964-34.5% | $6,035-24.4% | $6,690-31.8% |
| Admin fee / account holder | $10,415 | $16,658-37.5% | $12,695-18.0% | $13,392-22.2% |