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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 | $258,202 | $100,970+155.7% | $96,576+167.4% | $137,256+88.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.32% | 38.16%-22.8pp | 38.47%-23.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,075 | $8,286-62.9% | $7,956-61.4% | $6,407-52.0% |
| Admin fee / account holder | $10,250 | $11,312-9.4% | $11,381-9.9% | $12,270-16.5% |