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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 | $384,170 | $107,806+256.4% | $90,655+323.8% | $135,382+183.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.06% | -0.90%-5.2pp | 1.89%-7.9pp | 519.77%-525.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,814 | $3,872+50.2% | $3,425+69.8% | $5,609+3.7% |
| Admin fee / account holder | $35,000 | $5,931+490.1% | $4,994+600.8% | $10,829+223.2% |