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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 | $559,386 | $183,516+204.8% | $155,534+259.7% | $145,884+283.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.17% | 61.43%-47.3pp | 64.92%-50.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $915 | $5,315-82.8% | $4,675-80.4% | $4,662-80.4% |
| Participant deferral / active EE | $4,554 | $6,467-29.6% | $5,630-19.1% | $6,690-31.9% |
| Admin fee / account holder | $27,883 | $19,293+44.5% | $15,900+75.4% | $13,392+108.2% |