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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 | $1,191,529 | $212,386+461.0% | $199,883+496.1% | $138,895+757.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 13.74% | 47.75%-34.0pp | 43.81%-30.1pp | 145.39%-131.7pp |
| Employer contribution / active EE | $96 | $6,625-98.6% | $6,261-98.5% | $4,194-97.7% |
| Participant deferral / active EE | $5,013 | $9,617-47.9% | $9,138-45.1% | $6,396-21.6% |
| Admin fee / account holder | $30,182 | $18,233+65.5% | $17,268+74.8% | $12,562+140.3% |