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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 | $250,868 | $208,088+20.6% | $186,193+34.7% | $154,746+62.1% |
| Participation rate | 73.7% | 80.0%-6.3pp | 77.1%-3.4pp | 80.7%-7.0pp |
| Annual return | 12.86% | 89.97%-77.1pp | 78.03%-65.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,417 | $7,078-37.6% | $6,513-32.2% | $6,730-34.4% |
| Admin fee / account holder | $28,687 | $11,698+145.2% | $11,058+159.4% | $14,365+99.7% |