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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 | $453,879 | $197,637+129.7% | $177,848+155.2% | $158,982+185.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.22% | 58.77%-40.5pp | 48.33%-30.1pp | 302.99%-284.8pp |
| Employer contribution / active EE | $609 | $6,698-90.9% | $5,919-89.7% | $4,763-87.2% |
| Participant deferral / active EE | $15,167 | $8,405+80.5% | $7,714+96.6% | $5,983+153.5% |
| Admin fee / account holder | $1,874 | $15,406-87.8% | $12,431-84.9% | $11,252-83.3% |