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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 | $183,516+134.5% | $155,534+176.7% | $145,884+195.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.83% | 61.43%-33.6pp | 64.92%-37.1pp | 551.85%-524.0pp |
| Employer contribution / active EE | $688 | $5,315-87.1% | $4,675-85.3% | $4,662-85.3% |
| Participant deferral / active EE | $4,275 | $6,467-33.9% | $5,630-24.1% | $6,690-36.1% |
| Admin fee / account holder | $15,263 | $19,293-20.9% | $15,900-4.0% | $13,392+14.0% |