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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 | $257,509 | $148,582+73.3% | $135,942+89.4% | $139,456+84.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 23.88% | 79.26%-55.4pp | 68.28%-44.4pp | 373.45%-349.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $12,428 | $8,101+53.4% | $7,759+60.2% | $6,711+85.2% |
| Admin fee / account holder | $408 | $12,402-96.7% | $10,764-96.2% | $11,407-96.4% |