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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 | $331,685 | $100,895+228.7% | $90,430+266.8% | $158,950+108.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.73% | 1725.54%-1702.8pp | 1293.73%-1271.0pp | 302.91%-280.2pp |
| Employer contribution / active EE | $141 | $3,689-96.2% | $3,262-95.7% | $4,762-97.0% |
| Participant deferral / active EE | $1,200 | $4,347-72.4% | $3,963-69.7% | $5,983-79.9% |
| Admin fee / account holder | $25,000 | $6,505+284.3% | $5,613+345.4% | $11,248+122.3% |