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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 | $310,287 | $157,296+97.3% | $141,191+119.8% | $152,897+102.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.78% | 64.34%-46.6pp | 71.41%-53.6pp | 345.43%-327.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,157 | $7,111+0.7% | $6,710+6.7% | $5,851+22.3% |
| Admin fee / account holder | $4,641 | $12,125-61.7% | $10,264-54.8% | $11,599-60.0% |