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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 | $294,991 | $127,790+130.8% | $106,554+176.8% | $167,553+76.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.96% | 33.88%-20.9pp | 26.80%-13.8pp | 478.89%-465.9pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $14,838 | $5,088+191.6% | $4,398+237.3% | $6,343+133.9% |
| Admin fee / account holder | $15,162 | $11,231+35.0% | $7,408+104.7% | $12,316+23.1% |