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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 | $284,421 | $112,915+151.9% | $90,965+212.7% | $158,950+78.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.30% | 215.75%-205.5pp | 134.57%-124.3pp | 302.91%-292.6pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,882 | $4,128+139.4% | $3,373+193.0% | $5,983+65.2% |
| Admin fee / account holder | $7,459 | $8,044-7.3% | $5,960+25.1% | $11,248-33.7% |