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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 | $184,014+42.1% | $161,149+62.3% | $138,895+88.3% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.8%+10.6pp | 79.9%+9.6pp |
| Annual return | 13.75% | 21.52%-7.8pp | 21.16%-7.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $841 | $5,055-83.4% | $4,360-80.7% | $4,194-79.9% |
| Participant deferral / active EE | $4,337 | $6,909-37.2% | $6,153-29.5% | $6,396-32.2% |
| Admin fee / account holder | $3,072 | $18,027-83.0% | $15,194-79.8% | $12,562-75.5% |