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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 | $346,838 | $174,379+98.9% | $152,093+128.0% | $138,895+149.7% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 15.10% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,353 | $6,159-61.8% | $5,451-56.8% | $6,396-63.2% |
| Admin fee / account holder | $43,414 | $16,880+157.2% | $14,497+199.5% | $12,562+245.6% |