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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 | $331,758 | $162,136+104.6% | $152,301+117.8% | $154,746+114.4% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 15.68% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,638 | $8,341-20.4% | $8,004-17.1% | $6,730-1.4% |
| Admin fee / account holder | $6,792 | $15,759-56.9% | $14,398-52.8% | $14,365-52.7% |