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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 | $477,213 | $176,786+169.9% | $146,643+225.4% | $167,536+184.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.82% | 24.04%-6.2pp | 22.75%-4.9pp | 478.82%-461.0pp |
| Employer contribution / active EE | $194 | $5,161-96.2% | $4,137-95.3% | $4,839-96.0% |
| Participant deferral / active EE | $19,640 | $6,440+205.0% | $5,506+256.7% | $6,342+209.7% |
| Admin fee / account holder | $1,429 | $13,262-89.2% | $10,280-86.1% | $12,315-88.4% |