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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 | $291,682 | $124,336+134.6% | $111,303+162.1% | $167,518+74.1% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 16.64% | 37.45%-20.8pp | 54.66%-38.0pp | 478.71%-462.1pp |
| Employer contribution / active EE | $594 | $3,436-82.7% | $2,731-78.3% | $4,838-87.7% |
| Participant deferral / active EE | $8,237 | $5,181+59.0% | $4,487+83.6% | $6,342+29.9% |
| Admin fee / account holder | $2,293 | $10,623-78.4% | $7,966-71.2% | $12,312-81.4% |