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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 | $269,624 | $165,381+63.0% | $149,730+80.1% | $158,966+69.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.60% | 348.29%-325.7pp | 276.70%-254.1pp | 302.95%-280.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,539 | $7,182-50.7% | $6,843-48.3% | $5,983-40.9% |
| Admin fee / account holder | $656 | $10,809-93.9% | $9,310-93.0% | $11,250-94.2% |