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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 | $424,470 | $124,330+241.4% | $109,173+288.8% | $167,536+153.4% |
| Participation rate | 88.9% | 79.5%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 14.17% | 26.04%-11.9pp | 25.75%-11.6pp | 478.82%-464.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,000 | $5,256-42.9% | $4,654-35.5% | $6,342-52.7% |
| Admin fee / account holder | $17,067 | $7,974+114.0% | $6,755+152.7% | $12,315+38.6% |