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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 | $289,577 | $108,922+165.9% | $100,398+188.4% | $145,978+98.4% |
| Participation rate | 87.0% | 83.0%+4.0pp | 81.5%+5.5pp | 80.3%+6.7pp |
| Annual return | 10.74% | 58.04%-47.3pp | 49.32%-38.6pp | 550.52%-539.8pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,079 | $8,450+54.8% | $8,084+61.8% | $6,690+95.5% |
| Admin fee / account holder | $120,311 | $9,680+1142.8% | $7,893+1424.2% | $13,400+797.8% |