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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 | $549,104 | $123,155+345.9% | $108,753+404.9% | $155,188+253.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 0.00% | 44.73%-44.7pp | 37.47%-37.5pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,583 | $4,623+64.0% | $4,115+84.3% | $6,531+16.1% |
| Admin fee / account holder | $14,103 | $12,126+16.3% | $10,320+36.7% | $14,480-2.6% |