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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 | $255,748 | $154,209+65.8% | $130,062+96.6% | $139,487+83.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.60% | 32.52%-15.9pp | -137.37%+154.0pp | 373.84%-357.2pp |
| Employer contribution / active EE | $623 | $5,292-88.2% | $4,322-85.6% | $4,755-86.9% |
| Participant deferral / active EE | $22,909 | $6,709+241.5% | $5,821+293.6% | $6,713+241.3% |
| Admin fee / account holder | $11,775 | $13,988-15.8% | $10,601+11.1% | $11,407+3.2% |