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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 | $253,033 | $106,749+137.0% | $145,433+74.0% | $82,448+206.9% |
| Participation rate | 73.5% | 75.6%-2.2pp | 82.1%-8.6pp | 68.1%+5.4pp |
| Annual return | 15.25% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $533 | $3,444-84.5% | $4,554-88.3% | $2,551-79.1% |
| Participant deferral / active EE | $8,600 | $6,519+31.9% | $7,897+8.9% | $4,139+107.8% |
| Admin fee / account holder | $2,071 | $8,390-75.3% | $13,129-84.2% | $7,234-71.4% |