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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 | $320,326 | $209,336+53.0% | $197,124+62.5% | $137,256+133.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.23% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,125 | $6,591-82.9% | $6,227-81.9% | $4,156-72.9% |
| Participant deferral / active EE | $9,475 | $9,614-1.4% | $9,135+3.7% | $6,407+47.9% |
| Admin fee / account holder | $35,998 | $17,308+108.0% | $16,298+120.9% | $12,270+193.4% |