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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 | $276,672 | $148,623+86.2% | $135,974+103.5% | $139,466+98.4% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 15.29% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,602 | $8,103+6.2% | $7,760+10.9% | $6,712+28.2% |
| Admin fee / account holder | $2,462 | $12,406-80.2% | $10,767-77.1% | $11,409-78.4% |