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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 | $306,150 | $131,835+132.2% | $108,582+182.0% | $273,972+11.7% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.6%-7.3pp | 83.0%-10.8pp |
| Annual return | 5.78% | -91.57%+97.3pp | -51.70%+57.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,447 | $5,127+45.2% | $4,311+72.7% | $5,287+40.8% |
| Admin fee / account holder | $7,658 | $10,253-25.3% | $7,645+0.2% | $10,133-24.4% |