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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 | $267,695 | $154,228+73.6% | $145,433+84.1% | $137,256+95.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.98% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | -$2,191 | $4,804-145.6% | $4,554-148.1% | $4,156-152.7% |
| Participant deferral / active EE | $11,974 | $8,216+45.7% | $7,897+51.6% | $6,407+86.9% |
| Admin fee / account holder | $519 | $14,344-96.4% | $13,129-96.0% | $12,270-95.8% |