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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 | $400,351 | $112,131+257.0% | $95,964+317.2% | $158,982+151.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.82% | 171.19%-158.4pp | 91.64%-78.8pp | 302.99%-290.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,018 | $4,784+172.1% | $4,167+212.4% | $5,983+117.6% |
| Admin fee / account holder | $4,585 | $10,136-54.8% | $6,797-32.5% | $11,252-59.3% |