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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 | $115,225+174.5% | $100,712+214.0% | $138,895+127.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 12.58% | 40.35%-27.8pp | 33.27%-20.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $17,975 | $4,699+282.5% | $4,085+340.0% | $6,396+181.0% |
| Admin fee / account holder | $25,926 | $10,844+139.1% | $9,256+180.1% | $12,562+106.4% |