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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 | $361,611 | $78,694+359.5% | $67,652+434.5% | $125,389+188.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.54% | 9.46%-11.0pp | 6625.40%-6626.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $347 | $3,044-88.6% | $2,266-84.7% | $4,866-92.9% |
| Participant deferral / active EE | $8,000 | $4,292+86.4% | $3,560+124.7% | $5,352+49.5% |
| Admin fee / account holder | $975 | $7,403-86.8% | $4,821-79.8% | $9,541-89.8% |