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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 | $282,394 | $161,352+75.0% | $134,172+110.5% | $137,256+105.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.24% | 28.72%-14.5pp | 25.30%-11.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $591 | $4,099-85.6% | $3,420-82.7% | $4,156-85.8% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,304 | $15,028-84.7% | $12,016-80.8% | $12,270-81.2% |