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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 | $348,813 | $136,860+154.9% | $120,344+189.8% | $154,746+125.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.25% | 21.38%-4.1pp | 20.30%-3.1pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,769 | $5,793+103.2% | $5,135+129.2% | $6,730+74.9% |
| Admin fee / account holder | $6,088 | $15,393-60.4% | $12,742-52.2% | $14,365-57.6% |