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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 | $403,742 | $101,618+297.3% | $93,063+333.8% | $137,256+194.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.69% | 223.95%-210.3pp | 34.15%-20.5pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $26,500 | $4,279+519.3% | $3,958+569.5% | $6,407+313.6% |
| Admin fee / account holder | $5,268 | $6,198-15.0% | $6,033-12.7% | $12,270-57.1% |