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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 | $364,063 | $166,131+119.1% | $164,975+120.7% | $145,877+149.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 29.83% | 100.37%-70.5pp | 70.12%-40.3pp | 551.28%-521.5pp |
| Employer contribution / active EE | $844 | $5,276-84.0% | $4,343-80.6% | $4,663-81.9% |
| Participant deferral / active EE | $13,218 | $6,962+89.9% | $6,033+119.1% | $6,691+97.6% |
| Admin fee / account holder | $3,875 | $16,648-76.7% | $12,688-69.5% | $13,402-71.1% |