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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 | $453,471 | $117,846+284.8% | $102,434+342.7% | $145,884+210.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 11.77% | 31.90%-20.1pp | 29.46%-17.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,583 | $5,733+14.8% | $5,055+30.2% | $6,690-1.6% |
| Admin fee / account holder | $4,062 | $13,356-69.6% | $9,462-57.1% | $13,392-69.7% |