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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 | $280,587 | $111,830+150.9% | $93,696+199.5% | $145,884+92.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 8.26% | 204.08%-195.8pp | 133.74%-125.5pp | 551.85%-543.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,258 | $4,920-74.4% | $4,417-71.5% | $6,690-81.2% |
| Admin fee / account holder | $2,198 | $10,249-78.6% | $8,287-73.5% | $13,392-83.6% |