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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 | $285,543 | $185,883+53.6% | $170,043+67.9% | $139,466+104.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.89% | 60.54%-44.7pp | 53.40%-37.5pp | 373.66%-357.8pp |
| Employer contribution / active EE | -$981 | $7,596-112.9% | $6,790-114.4% | $4,754-120.6% |
| Participant deferral / active EE | $18,822 | $11,626+61.9% | $10,410+80.8% | $6,712+180.4% |
| Admin fee / account holder | $2,122 | $15,393-86.2% | $12,824-83.5% | $11,409-81.4% |