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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 | $265,566 | $138,312+92.0% | $122,979+115.9% | $155,188+71.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.76% | 22.06%-10.3pp | 20.12%-8.4pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,025 | $5,592+7.7% | $5,003+20.4% | $6,531-7.7% |
| Admin fee / account holder | $9,888 | $15,089-34.5% | $12,864-23.1% | $14,480-31.7% |