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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 | $304,010 | $174,379+74.3% | $152,093+99.9% | $138,895+118.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.08% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $790 | $4,652-83.0% | $4,175-81.1% | $4,194-81.2% |
| Participant deferral / active EE | $16,309 | $6,159+164.8% | $5,451+199.2% | $6,396+155.0% |
| Admin fee / account holder | $21,824 | $16,880+29.3% | $14,497+50.5% | $12,562+73.7% |