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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 | $256,494 | $165,399+55.1% | $149,745+71.3% | $158,982+61.3% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 23.31% | 348.34%-325.0pp | 276.72%-253.4pp | 302.99%-279.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,330 | $7,183-11.9% | $6,843-7.5% | $5,983+5.8% |
| Admin fee / account holder | $4,815 | $10,811-55.5% | $9,312-48.3% | $11,252-57.2% |