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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 | $467,216 | $201,370+132.0% | $184,256+153.6% | $145,897+220.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.90% | 29.05%-9.2pp | 28.85%-8.9pp | 552.29%-532.4pp |
| Employer contribution / active EE | $1,416 | $7,024-79.8% | $6,427-78.0% | $4,663-69.6% |
| Participant deferral / active EE | $8,680 | $9,808-11.5% | $9,133-5.0% | $6,689+29.8% |
| Admin fee / account holder | $1,321 | $16,364-91.9% | $13,899-90.5% | $13,390-90.1% |