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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 | $295,256 | $197,637+49.4% | $177,848+66.0% | $158,982+85.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 36.94% | 58.77%-21.8pp | 48.33%-11.4pp | 302.99%-266.1pp |
| Employer contribution / active EE | $1,242 | $6,698-81.5% | $5,919-79.0% | $4,763-73.9% |
| Participant deferral / active EE | $15,017 | $8,405+78.7% | $7,714+94.7% | $5,983+151.0% |
| Admin fee / account holder | $11,219 | $15,406-27.2% | $12,431-9.7% | $11,252-0.3% |