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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 | $308,714 | $154,209+100.2% | $130,062+137.4% | $139,487+121.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 38.34% | 32.52%+5.8pp | -137.37%+175.7pp | 373.84%-335.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,857 | $6,709-57.4% | $5,821-50.9% | $6,713-57.4% |
| Admin fee / account holder | $2,290 | $13,988-83.6% | $10,601-78.4% | $11,407-79.9% |