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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 | $288,185 | $118,875+142.4% | $96,572+198.4% | $167,553+72.0% |
| Participation rate | 72.7% | 75.5%-2.8pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 10.45% | 50.50%-40.1pp | 37.79%-27.3pp | 478.89%-468.4pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,689 | $4,617+66.5% | $3,850+99.7% | $6,343+21.2% |
| Admin fee / account holder | $2,787 | $8,070-65.5% | $6,183-54.9% | $12,316-77.4% |