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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 | $1,135,978 | $181,896+524.5% | $156,551+625.6% | $273,972+314.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.41% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,155 | $6,248-81.5% | $5,501-79.0% | $4,869-76.3% |
| Participant deferral / active EE | $3,098 | $5,550-44.2% | $4,871-36.4% | $5,287-41.4% |
| Admin fee / account holder | $2,327 | $15,560-85.0% | $13,028-82.1% | $10,133-77.0% |