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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 | $223,823+43.1% | $211,142+51.7% | $154,746+107.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.23% | 50.39%-35.2pp | 46.84%-31.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,125 | $6,787-83.4% | $6,442-82.5% | $4,379-74.3% |
| Participant deferral / active EE | $9,475 | $9,750-2.8% | $9,284+2.1% | $6,730+40.8% |
| Admin fee / account holder | $35,998 | $19,707+82.7% | $19,076+88.7% | $14,365+150.6% |