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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 | $411,339 | $124,980+229.1% | $108,359+279.6% | $154,746+165.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.09% | 45.00%-33.9pp | 36.89%-25.8pp | 172.34%-161.2pp |
| Employer contribution / active EE | $483 | $2,851-83.1% | $2,399-79.9% | $4,379-89.0% |
| Participant deferral / active EE | $9,411 | $4,743+98.4% | $4,137+127.5% | $6,730+39.8% |
| Admin fee / account holder | $4,914 | $11,502-57.3% | $9,741-49.5% | $14,365-65.8% |