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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 | $279,261 | $178,174+56.7% | $156,181+78.8% | $137,256+103.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.83% | 84.19%-66.4pp | 64.87%-47.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $42,750 | $6,888+520.7% | $6,132+597.1% | $6,407+567.3% |
| Admin fee / account holder | $1,135 | $17,404-93.5% | $14,586-92.2% | $12,270-90.8% |