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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 | $272,247 | $288,797-5.7% | $239,577+13.6% | $382,429-28.8% |
| Participation rate | 81.8% | 85.8%-4.0pp | 82.1%-0.3pp | 87.7%-5.9pp |
| Annual return | 25.95% | -3.30%+29.2pp | -0.70%+26.7pp | 248.85%-222.9pp |
| Employer contribution / active EE | $2,727 | $8,558-68.1% | $7,232-62.3% | $8,036-66.1% |
| Participant deferral / active EE | $8,926 | $6,420+39.0% | $5,676+57.3% | $5,727+55.8% |
| Admin fee / account holder | $610 | $18,649-96.7% | $19,315-96.8% | $30,732-98.0% |