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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 | $294,024 | $201,344+46.0% | $184,243+59.6% | $145,877+101.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.57% | 29.01%-16.4pp | 28.82%-16.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,341 | $7,022-80.9% | $6,427-79.1% | $4,663-71.2% |
| Participant deferral / active EE | $15,688 | $9,807+60.0% | $9,132+71.8% | $6,691+134.5% |
| Admin fee / account holder | $2,198 | $16,382-86.6% | $13,914-84.2% | $13,402-83.6% |