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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 | $345,424 | $138,072+150.2% | $123,549+179.6% | $135,382+155.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.53% | 153.69%-158.2pp | 119.20%-123.7pp | 519.77%-524.3pp |
| Employer contribution / active EE | $791 | $5,152-84.6% | $4,628-82.9% | $4,779-83.4% |
| Participant deferral / active EE | $7,103 | $6,799+4.5% | $6,426+10.5% | $5,609+26.6% |
| Admin fee / account holder | $1,977 | $10,917-81.9% | $9,284-78.7% | $10,829-81.7% |