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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 | $436,367 | $142,409+206.4% | $119,634+264.8% | $134,545+224.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -10.38% | -12.46%+2.1pp | -14.98%+4.6pp | 418.37%-428.7pp |
| Employer contribution / active EE | $1,009 | $5,224-80.7% | $4,232-76.2% | $4,742-78.7% |
| Participant deferral / active EE | $4,188 | $6,468-35.3% | $5,601-25.2% | $6,401-34.6% |
| Admin fee / account holder | $5,448 | $13,594-59.9% | $10,329-47.3% | $11,431-52.3% |