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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 | $174,379+80.7% | $152,093+107.2% | $138,895+126.9% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 20.28% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $80 | $4,652-98.3% | $4,175-98.1% | $4,194-98.1% |
| Participant deferral / active EE | $6,169 | $6,159+0.2% | $5,451+13.2% | $6,396-3.6% |
| Admin fee / account holder | $9,441 | $16,880-44.1% | $14,497-34.9% | $12,562-24.8% |