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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 | $463,274 | $154,193+200.5% | $130,045+256.2% | $139,466+232.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 32.89% | 32.51%+0.4pp | -137.30%+170.2pp | 373.66%-340.8pp |
| Employer contribution / active EE | $399 | $5,292-92.5% | $4,321-90.8% | $4,754-91.6% |
| Participant deferral / active EE | $18,448 | $6,709+175.0% | $5,820+217.0% | $6,712+174.8% |
| Admin fee / account holder | $2,437 | $13,989-82.6% | $10,600-77.0% | $11,409-78.6% |