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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 | $301,861 | $156,398+93.0% | $147,318+104.9% | $138,895+117.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.53% | 78.75%-66.2pp | 70.43%-57.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $320 | $4,853-93.4% | $4,593-93.0% | $4,194-92.4% |
| Participant deferral / active EE | $7,388 | $8,237-10.3% | $7,906-6.6% | $6,396+15.5% |
| Admin fee / account holder | $386 | $14,976-97.4% | $13,708-97.2% | $12,562-96.9% |