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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 | $435,695 | $117,846+269.7% | $102,434+325.3% | $145,884+198.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.61% | 31.90%-14.3pp | 29.46%-11.9pp | 551.85%-534.2pp |
| Employer contribution / active EE | $117 | $3,615-96.8% | $3,023-96.1% | $4,662-97.5% |
| Participant deferral / active EE | $7,503 | $5,733+30.9% | $5,055+48.4% | $6,690+12.2% |
| Admin fee / account holder | $5,406 | $13,356-59.5% | $9,462-42.9% | $13,392-59.6% |