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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 | $266,682 | $156,398+70.5% | $147,318+81.0% | $138,895+92.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.97% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,157 | $8,237+132.6% | $7,906+142.3% | $6,396+199.5% |
| Admin fee / account holder | $1,543 | $14,976-89.7% | $13,708-88.7% | $12,562-87.7% |