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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 | $449,978 | $155,555+189.3% | $146,866+206.4% | $155,188+190.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 10.94% | 115.41%-104.5pp | 102.85%-91.9pp | 148.84%-137.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $21,741 | $8,044+170.3% | $7,759+180.2% | $6,531+232.9% |
| Admin fee / account holder | $41,920 | $14,755+184.1% | $13,620+207.8% | $14,480+189.5% |