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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 | $283,163 | $157,276+80.0% | $141,177+100.6% | $152,885+85.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 27.61% | 64.33%-36.7pp | 71.40%-43.8pp | 345.39%-317.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,468 | $7,110+61.3% | $6,710+70.9% | $5,851+96.0% |
| Admin fee / account holder | $4,109 | $12,123-66.1% | $10,263-60.0% | $11,598-64.6% |