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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 | $259,310 | $156,398+65.8% | $147,318+76.0% | $138,895+86.7% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 16.76% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,224 | $8,237+24.1% | $7,906+29.3% | $6,396+59.8% |
| Admin fee / account holder | $75,747 | $14,976+405.8% | $13,708+452.6% | $12,562+503.0% |