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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 | $378,109 | $223,823+68.9% | $211,142+79.1% | $154,746+144.3% |
| Participation rate | 81.8% | 87.9%-6.0pp | 87.3%-5.5pp | 80.7%+1.1pp |
| Annual return | 11.18% | 50.39%-39.2pp | 46.84%-35.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,205 | $9,750+4.7% | $9,284+9.9% | $6,730+51.6% |
| Admin fee / account holder | $1,740 | $19,707-91.2% | $19,076-90.9% | $14,365-87.9% |