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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 | $272,913 | $114,119+139.1% | $107,187+154.6% | $138,895+96.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.77% | 273.21%-257.4pp | 204.55%-188.8pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $22,750 | $5,538+310.8% | $5,096+346.4% | $6,396+255.7% |
| Admin fee / account holder | $1,185 | $10,024-88.2% | $9,162-87.1% | $12,562-90.6% |