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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 | $603,134 | $167,353+260.4% | $143,797+319.4% | $134,545+348.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.78% | 0.48%-13.3pp | -0.04%-12.7pp | 418.37%-431.1pp |
| Employer contribution / active EE | $731 | $5,620-87.0% | $4,952-85.2% | $4,742-84.6% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $4,128 | $18,096-77.2% | $14,679-71.9% | $11,431-63.9% |