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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 | $414,855 | $147,594+181.1% | $121,871+240.4% | $198,609+108.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 13.37% | 12.94%+0.4pp | 13.57%-0.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,000 | $5,168+132.2% | $4,318+177.9% | $6,977+72.0% |
| Admin fee / account holder | $5,968 | $15,134-60.6% | $11,551-48.3% | $19,030-68.6% |