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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 | $386,676 | $167,352+131.1% | $143,788+168.9% | $134,509+187.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.39% | 0.47%-17.9pp | -0.03%-17.4pp | 418.13%-435.5pp |
| Employer contribution / active EE | $861 | $5,620-84.7% | $4,952-82.6% | $4,741-81.8% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,400+110.9% |
| Admin fee / account holder | $1,338 | $18,091-92.6% | $14,675-90.9% | $11,427-88.3% |