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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 | $290,521 | $106,280+173.4% | $96,538+200.9% | $139,487+108.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.56% | 38.48%-20.9pp | 35.74%-18.2pp | 373.84%-356.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,367 | $5,457+126.6% | $4,880+153.4% | $6,713+84.2% |
| Admin fee / account holder | $1,260 | $7,888-84.0% | $6,737-81.3% | $11,407-89.0% |