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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 | $345,964 | $123,155+180.9% | $108,753+218.1% | $155,188+122.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 61.49% | 44.73%+16.8pp | 37.47%+24.0pp | 148.84%-87.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,750 | $4,623+46.0% | $4,115+64.0% | $6,531+3.4% |
| Admin fee / account holder | $3,100 | $12,126-74.4% | $10,320-70.0% | $14,480-78.6% |