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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 | $502,430 | $157,829+218.3% | $136,867+267.1% | $198,609+153.0% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 15.53% | 51.25%-35.7pp | 42.97%-27.4pp | 202.70%-187.2pp |
| Employer contribution / active EE | $263 | $3,923-93.3% | $3,547-92.6% | $5,055-94.8% |
| Participant deferral / active EE | $10,782 | $5,463+97.4% | $4,924+119.0% | $6,977+54.5% |
| Admin fee / account holder | $5,819 | $11,107-47.6% | $10,340-43.7% | $19,030-69.4% |