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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 | $263,208 | $133,998+96.4% | $112,263+134.5% | $134,545+95.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.70% | 47.17%-45.5pp | 27.49%-25.8pp | 418.37%-416.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,357 | $5,292+1.2% | $4,729+13.3% | $6,401-16.3% |
| Admin fee / account holder | $7,844 | $7,493+4.7% | $6,410+22.4% | $11,431-31.4% |