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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 | $261,547 | $178,174+46.8% | $156,181+67.5% | $137,256+90.6% |
| Participation rate | 89.5% | 82.0%+7.4pp | 78.8%+10.6pp | 80.0%+9.5pp |
| Annual return | 13.75% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $841 | $4,972-83.1% | $4,294-80.4% | $4,156-79.8% |
| Participant deferral / active EE | $4,337 | $6,888-37.0% | $6,132-29.3% | $6,407-32.3% |
| Admin fee / account holder | $3,072 | $17,404-82.3% | $14,586-78.9% | $12,270-75.0% |