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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 | $570,856 | $275,752+107.0% | $256,809+122.3% | $198,609+187.4% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 12.50% | 34.81%-22.3pp | 32.73%-20.2pp | 202.70%-190.2pp |
| Employer contribution / active EE | $1,563 | $7,721-79.8% | $7,263-78.5% | $5,055-69.1% |
| Participant deferral / active EE | $15,629 | $10,037+55.7% | $9,520+64.2% | $6,977+124.0% |
| Admin fee / account holder | $2,381 | $25,716-90.7% | $25,146-90.5% | $19,030-87.5% |