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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 | $378,394 | $157,276+140.6% | $141,177+168.0% | $152,885+147.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.06% | 64.33%-42.3pp | 71.40%-49.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,402 | $7,110+4.1% | $6,710+10.3% | $5,851+26.5% |
| Admin fee / account holder | $2,355 | $12,123-80.6% | $10,263-77.1% | $11,598-79.7% |