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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 | $227,399+38.6% | $189,758+66.1% | $198,609+58.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 20.28% | 61.03%-40.7pp | 52.62%-32.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $80 | $5,526-98.6% | $4,767-98.3% | $5,055-98.4% |
| Participant deferral / active EE | $6,169 | $6,837-9.8% | $5,856+5.3% | $6,977-11.6% |
| Admin fee / account holder | $9,441 | $25,162-62.5% | $20,388-53.7% | $19,030-50.4% |