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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 | $476,828 | $227,399+109.7% | $189,758+151.3% | $198,609+140.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.93% | 61.03%-47.1pp | 52.62%-38.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $1,398 | $5,526-74.7% | $4,767-70.7% | $5,055-72.4% |
| Participant deferral / active EE | $7,422 | $6,837+8.6% | $5,856+26.7% | $6,977+6.4% |
| Admin fee / account holder | $3,385 | $25,162-86.5% | $20,388-83.4% | $19,030-82.2% |