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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 | $313,878 | $209,425+49.9% | $178,499+75.8% | $158,966+97.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 7.68% | 188.80%-181.1pp | 151.10%-143.4pp | 302.95%-295.3pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,500 | $5,955+126.7% | $5,202+159.5% | $5,983+125.6% |
| Admin fee / account holder | $12,032 | $17,078-29.5% | $13,986-14.0% | $11,250+7.0% |