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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 | $132,099+89.8% | $115,599+116.9% | $138,895+80.5% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.3%-1.5pp | 79.9%-7.2pp |
| Annual return | 18.47% | 176.76%-158.3pp | 111.10%-92.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,650 | $5,617-35.0% | $4,889-25.3% | $6,396-42.9% |
| Admin fee / account holder | $6,305 | $15,650-59.7% | $12,841-50.9% | $12,562-49.8% |