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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 | $174,379+81.7% | $152,093+108.3% | $138,895+128.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.67% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $871 | $4,652-81.3% | $4,175-79.1% | $4,194-79.2% |
| Participant deferral / active EE | $2,925 | $6,159-52.5% | $5,451-46.3% | $6,396-54.3% |
| Admin fee / account holder | $2,818 | $16,880-83.3% | $14,497-80.6% | $12,562-77.6% |