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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 | $292,405 | $135,956+115.1% | $123,894+136.0% | $273,972+6.7% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.04% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,865 | $6,343+8.2% | $5,984+14.7% | $5,287+29.8% |
| Admin fee / account holder | $1,955 | $9,817-80.1% | $8,357-76.6% | $10,133-80.7% |