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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 | $212,386+50.8% | $199,883+60.3% | $138,895+130.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.23% | 47.75%-32.5pp | 43.81%-28.6pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,125 | $6,625-83.0% | $6,261-82.0% | $4,194-73.2% |
| Participant deferral / active EE | $9,475 | $9,617-1.5% | $9,138+3.7% | $6,396+48.1% |
| Admin fee / account holder | $35,998 | $18,233+97.4% | $17,268+108.5% | $12,562+186.6% |