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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 | $274,264 | $142,354+92.7% | $125,529+118.5% | $155,188+76.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 18.13% | 306.06%-287.9pp | 202.56%-184.4pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,442 | $5,491+144.8% | $4,813+179.3% | $6,531+105.8% |
| Admin fee / account holder | $3,177 | $19,392-83.6% | $16,298-80.5% | $14,480-78.1% |