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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 | $274,428 | $154,228+77.9% | $145,433+88.7% | $137,256+99.9% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 13.18% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $662 | $4,804-86.2% | $4,554-85.5% | $4,156-84.1% |
| Participant deferral / active EE | $4,279 | $8,216-47.9% | $7,897-45.8% | $6,407-33.2% |
| Admin fee / account holder | $9,554 | $14,344-33.4% | $13,129-27.2% | $12,270-22.1% |