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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 | $254,337 | $88,702+186.7% | $81,780+211.0% | $145,978+74.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.87% | 1029.12%-1012.3pp | 776.27%-759.4pp | 550.52%-533.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,400 | $4,645+16.3% | $4,321+25.0% | $6,690-19.3% |
| Admin fee / account holder | $2,891 | $8,414-65.6% | $7,384-60.9% | $13,400-78.4% |