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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 | $250,708 | $166,242+50.8% | $165,071+51.9% | $145,884+71.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.91% | 100.44%-83.5pp | 70.17%-53.3pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,130 | $6,964+31.1% | $6,035+51.3% | $6,690+36.5% |
| Admin fee / account holder | $591 | $16,658-96.5% | $12,695-95.3% | $13,392-95.6% |