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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 | $316,834 | $185,312+71.0% | $161,489+96.2% | $154,746+104.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.67% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $871 | $4,769-81.7% | $4,268-79.6% | $4,379-80.1% |
| Participant deferral / active EE | $2,925 | $6,350-53.9% | $5,630-48.0% | $6,730-56.5% |
| Admin fee / account holder | $2,818 | $18,654-84.9% | $16,006-82.4% | $14,365-80.4% |