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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 | $136,860+92.2% | $120,344+118.6% | $154,746+70.0% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 13.96% | 21.38%-7.4pp | 20.30%-6.3pp | 172.34%-158.4pp |
| Employer contribution / active EE | $716 | $3,533-79.7% | $3,020-76.3% | $4,379-83.6% |
| Participant deferral / active EE | $7,622 | $5,793+31.6% | $5,135+48.4% | $6,730+13.2% |
| Admin fee / account holder | $4,118 | $15,393-73.2% | $12,742-67.7% | $14,365-71.3% |