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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 | $268,016 | $88,710+202.1% | $81,783+227.7% | $145,959+83.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.44% | 1027.26%-1011.8pp | 775.05%-759.6pp | 561.95%-546.5pp |
| Employer contribution / active EE | $324 | $3,083-89.5% | $2,913-88.9% | $4,661-93.0% |
| Participant deferral / active EE | $2,500 | $4,645-46.2% | $4,320-42.1% | $6,689-62.6% |
| Admin fee / account holder | $4,634 | $8,407-44.9% | $7,380-37.2% | $13,398-65.4% |