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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 | $356,259 | $211,288+68.6% | $178,540+99.5% | $145,884+144.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 17.56% | 30.27%-12.7pp | 27.15%-9.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,854 | $6,967+70.2% | $6,281+88.7% | $6,690+77.2% |
| Admin fee / account holder | $2,070 | $12,105-82.9% | $10,424-80.1% | $13,392-84.5% |