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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 | $346,139 | $105,145+229.2% | $94,664+265.7% | $139,466+148.2% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 15.38% | 38.09%-22.7pp | 156.84%-141.5pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,063 | $7,599+58.8% | $7,417+62.6% | $6,712+79.7% |
| Admin fee / account holder | $9,561 | $8,972+6.6% | $7,222+32.4% | $11,409-16.2% |