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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 | $115,225+200.3% | $100,712+243.5% | $138,895+149.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 61.49% | 40.35%+21.1pp | 33.27%+28.2pp | 145.39%-83.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,750 | $4,699+43.6% | $4,085+65.2% | $6,396+5.5% |
| Admin fee / account holder | $3,100 | $10,844-71.4% | $9,256-66.5% | $12,562-75.3% |