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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 | $251,656 | $167,504+50.2% | $151,628+66.0% | $134,509+87.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.55% | 7.81%-16.4pp | 3.34%-11.9pp | 418.13%-426.7pp |
| Employer contribution / active EE | $1,215 | $6,828-82.2% | $6,165-80.3% | $4,741-74.4% |
| Participant deferral / active EE | $5,785 | $8,985-35.6% | $8,363-30.8% | $6,400-9.6% |
| Admin fee / account holder | $12,806 | $13,779-7.1% | $11,613+10.3% | $11,427+12.1% |