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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 | $263,057 | $167,415+57.1% | $140,514+87.2% | $198,609+32.5% |
| Participation rate | 75.0% | 80.9%-5.9pp | 77.8%-2.8pp | 82.4%-7.4pp |
| Annual return | 13.96% | 13.85%+0.1pp | 14.36%-0.4pp | 202.70%-188.7pp |
| Employer contribution / active EE | $716 | $4,088-82.5% | $3,378-78.8% | $5,055-85.8% |
| Participant deferral / active EE | $7,622 | $5,579+36.6% | $4,919+55.0% | $6,977+9.2% |
| Admin fee / account holder | $4,118 | $16,730-75.4% | $13,697-69.9% | $19,030-78.4% |