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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 | $292,232 | $110,379+164.8% | $102,412+185.3% | $145,884+100.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 19.67% | 24.84%-5.2pp | 24.94%-5.3pp | 551.85%-532.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,315 | $5,622-41.0% | $5,060-34.5% | $6,690-50.5% |
| Admin fee / account holder | $3,946 | $9,745-59.5% | $8,388-53.0% | $13,392-70.5% |