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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 | $255,975 | $167,533+52.8% | $151,645+68.8% | $134,545+90.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -15.30% | 7.81%-23.1pp | 3.34%-18.6pp | 418.37%-433.7pp |
| Employer contribution / active EE | $458 | $6,828-93.3% | $6,165-92.6% | $4,742-90.3% |
| Participant deferral / active EE | $6,143 | $8,985-31.6% | $8,363-26.5% | $6,401-4.0% |
| Admin fee / account holder | $2,603 | $13,781-81.1% | $11,614-77.6% | $11,431-77.2% |