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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 | $379,353 | $154,228+146.0% | $145,433+160.8% | $137,256+176.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.26% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $200 | $4,804-95.8% | $4,554-95.6% | $4,156-95.2% |
| Participant deferral / active EE | $6,128 | $8,216-25.4% | $7,897-22.4% | $6,407-4.4% |
| Admin fee / account holder | $2,659 | $14,344-81.5% | $13,129-79.7% | $12,270-78.3% |