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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 | $255,683 | $112,131+128.0% | $95,964+166.4% | $158,982+60.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.09% | 171.19%-157.1pp | 91.64%-77.6pp | 302.99%-288.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,813 | $4,784-20.3% | $4,167-8.5% | $5,983-36.3% |
| Admin fee / account holder | $1,984 | $10,136-80.4% | $6,797-70.8% | $11,252-82.4% |