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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 | $250,694 | $132,634+89.0% | $115,768+116.5% | $137,256+82.6% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.4%-1.7pp | 80.0%-7.2pp |
| Annual return | 18.47% | 160.70%-142.2pp | 100.46%-82.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,650 | $5,619-35.0% | $4,917-25.8% | $6,407-43.0% |
| Admin fee / account holder | $6,305 | $15,028-58.0% | $12,439-49.3% | $12,270-48.6% |