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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 | $624,887 | $228,395+173.6% | $185,861+236.2% | $158,982+293.1% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 37.11% | 40.82%-3.7pp | 35.96%+1.1pp | 302.99%-265.9pp |
| Employer contribution / active EE | $315 | $4,968-93.7% | $4,088-92.3% | $4,763-93.4% |
| Participant deferral / active EE | $12,800 | $6,417+99.5% | $5,634+127.2% | $5,983+113.9% |
| Admin fee / account holder | $12,650 | $11,869+6.6% | $9,503+33.1% | $11,252+12.4% |