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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 | $284,458 | $125,193+127.2% | $105,591+169.4% | $145,978+94.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.47% | 225.53%-207.1pp | 116.43%-98.0pp | 550.52%-532.0pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,261 | $5,708+62.2% | $5,008+84.9% | $6,690+38.4% |
| Admin fee / account holder | $11,271 | $17,277-34.8% | $11,024+2.2% | $13,400-15.9% |