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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 | $279,043 | $223,823+24.7% | $211,142+32.2% | $154,746+80.3% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 19.33% | 50.39%-31.1pp | 46.84%-27.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,054 | $6,787-84.5% | $6,442-83.6% | $4,379-75.9% |
| Participant deferral / active EE | $21,782 | $9,750+123.4% | $9,284+134.6% | $6,730+223.6% |
| Admin fee / account holder | $27,980 | $19,707+42.0% | $19,076+46.7% | $14,365+94.8% |