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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 | $126,661+109.7% | $113,397+134.2% | $138,895+91.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.76% | 25.05%-13.3pp | 23.20%-11.4pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,025 | $5,693+5.8% | $5,076+18.7% | $6,396-5.8% |
| Admin fee / account holder | $9,888 | $14,549-32.0% | $11,957-17.3% | $12,562-21.3% |