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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 | $401,715 | $335,627+19.7% | $283,941+41.5% | $428,746-6.3% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.7%+12.3pp | 88.2%+11.8pp |
| Annual return | 5.08% | 0.21%+4.9pp | 1.70%+3.4pp | 331.92%-326.8pp |
| Employer contribution / active EE | $5,620 | $7,488-24.9% | $6,503-13.6% | $8,363-32.8% |
| Participant deferral / active EE | $0 | $5,928-100.0% | $5,606-100.0% | $5,961-100.0% |
| Admin fee / account holder | $11,748 | $33,255-64.7% | $30,380-61.3% | $31,735-63.0% |