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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 | $430,319 | $183,592+134.4% | $155,567+176.6% | $145,959+194.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.83% | 61.24%-33.4pp | 64.74%-36.9pp | 561.95%-534.1pp |
| Employer contribution / active EE | $688 | $5,315-87.1% | $4,674-85.3% | $4,661-85.2% |
| Participant deferral / active EE | $4,275 | $6,464-33.9% | $5,628-24.0% | $6,689-36.1% |
| Admin fee / account holder | $15,263 | $19,318-21.0% | $15,916-4.1% | $13,398+13.9% |