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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 | $384,661 | $185,312+107.6% | $161,489+138.2% | $154,746+148.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.37% | 103.84%-87.5pp | 89.72%-73.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,205 | $6,350-18.0% | $5,630-7.6% | $6,730-22.7% |
| Admin fee / account holder | $1,744 | $18,654-90.7% | $16,006-89.1% | $14,365-87.9% |