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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 | $293,211 | $227,597+28.8% | $189,575+54.7% | $167,536+75.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 24.24% | 78.44%-54.2pp | 64.19%-39.9pp | 478.82%-454.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $14,280 | $7,002+103.9% | $6,174+131.3% | $6,342+125.2% |
| Admin fee / account holder | $3,978 | $11,877-66.5% | $9,806-59.4% | $12,315-67.7% |