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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 | $430,319 | $183,627+134.3% | $155,602+176.6% | $145,978+194.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.83% | 61.32%-33.5pp | 64.81%-37.0pp | 550.52%-522.7pp |
| Employer contribution / active EE | $688 | $5,316-87.1% | $4,675-85.3% | $4,662-85.3% |
| Participant deferral / active EE | $4,275 | $6,466-33.9% | $5,629-24.1% | $6,690-36.1% |
| Admin fee / account holder | $15,263 | $19,327-21.0% | $15,923-4.1% | $13,400+13.9% |