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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 | $258,963 | $117,829+119.8% | $102,423+152.8% | $145,877+77.5% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 15.67% | 31.83%-16.2pp | 29.42%-13.8pp | 551.28%-535.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,584 | $5,732+14.9% | $5,054+30.3% | $6,691-1.6% |
| Admin fee / account holder | $1,649 | $13,335-87.6% | $9,455-82.6% | $13,402-87.7% |