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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 | $272,188 | $148,582+83.2% | $135,942+100.2% | $139,456+95.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 36.97% | 79.26%-42.3pp | 68.28%-31.3pp | 373.45%-336.5pp |
| Employer contribution / active EE | $173 | $5,245-96.7% | $4,858-96.4% | $4,753-96.4% |
| Participant deferral / active EE | $5,590 | $8,101-31.0% | $7,759-28.0% | $6,711-16.7% |
| Admin fee / account holder | $2,436 | $12,402-80.4% | $10,764-77.4% | $11,407-78.6% |