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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 | $285,022 | $155,555+83.2% | $146,866+94.1% | $155,188+83.7% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.5%+11.9pp | 80.8%+13.6pp |
| Annual return | 14.73% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $521 | $4,647-88.8% | $4,425-88.2% | $4,248-87.7% |
| Participant deferral / active EE | $6,306 | $8,044-21.6% | $7,759-18.7% | $6,531-3.5% |
| Admin fee / account holder | $3,809 | $14,755-74.2% | $13,620-72.0% | $14,480-73.7% |