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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 | $414,168 | $165,399+150.4% | $149,745+176.6% | $158,982+160.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 14.78% | 348.34%-333.6pp | 276.72%-261.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $548 | $5,105-89.3% | $4,646-88.2% | $4,763-88.5% |
| Participant deferral / active EE | $2,679 | $7,183-62.7% | $6,843-60.8% | $5,983-55.2% |
| Admin fee / account holder | $1,581 | $10,811-85.4% | $9,312-83.0% | $11,252-86.0% |