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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 | $316,250 | $112,729+180.5% | $98,716+220.4% | $137,256+130.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.58% | 38.48%-25.9pp | 31.81%-19.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,975 | $4,640+287.4% | $4,048+344.1% | $6,407+180.6% |
| Admin fee / account holder | $25,926 | $10,129+156.0% | $8,703+197.9% | $12,270+111.3% |