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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 | $300,772 | $154,228+95.0% | $145,433+106.8% | $137,256+119.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.86% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $601 | $4,804-87.5% | $4,554-86.8% | $4,156-85.5% |
| Participant deferral / active EE | $6,603 | $8,216-19.6% | $7,897-16.4% | $6,407+3.1% |
| Admin fee / account holder | $3,762 | $14,344-73.8% | $13,129-71.3% | $12,270-69.3% |