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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 | $257,544 | $110,212+133.7% | $96,534+166.8% | $139,466+84.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.50% | 26.42%-7.9pp | 25.88%-7.4pp | 373.66%-355.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,402 | $5,547+69.5% | $4,851+93.8% | $6,712+40.1% |
| Admin fee / account holder | $36,627 | $11,599+215.8% | $8,253+343.8% | $11,409+221.0% |