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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 | $156,398+75.5% | $147,318+86.3% | $138,895+97.6% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 13.18% | 78.75%-65.6pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $662 | $4,853-86.4% | $4,593-85.6% | $4,194-84.2% |
| Participant deferral / active EE | $4,279 | $8,237-48.1% | $7,906-45.9% | $6,396-33.1% |
| Admin fee / account holder | $9,554 | $14,976-36.2% | $13,708-30.3% | $12,562-23.9% |