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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 | $288,712 | $108,912+165.1% | $100,383+187.6% | $145,959+97.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.96% | 57.96%-45.0pp | 49.26%-36.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,513 | $8,451+0.7% | $8,086+5.3% | $6,689+27.3% |
| Admin fee / account holder | $1,953 | $9,690-79.8% | $7,900-75.3% | $13,398-85.4% |