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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 | $315,117 | $185,312+70.0% | $161,489+95.1% | $154,746+103.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 20.28% | 103.84%-83.6pp | 89.72%-69.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $80 | $4,769-98.3% | $4,268-98.1% | $4,379-98.2% |
| Participant deferral / active EE | $6,169 | $6,350-2.8% | $5,630+9.6% | $6,730-8.3% |
| Admin fee / account holder | $9,441 | $18,654-49.4% | $16,006-41.0% | $14,365-34.3% |