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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 | $389,142 | $165,399+135.3% | $149,745+159.9% | $158,982+144.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 9.91% | 348.34%-338.4pp | 276.72%-266.8pp | 302.99%-293.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,888 | $7,183-32.0% | $6,843-28.6% | $5,983-18.3% |
| Admin fee / account holder | $4,993 | $10,811-53.8% | $9,312-46.4% | $11,252-55.6% |