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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 | $330,911 | $174,379+89.8% | $152,093+117.6% | $138,895+138.2% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 12.96% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $527 | $4,652-88.7% | $4,175-87.4% | $4,194-87.4% |
| Participant deferral / active EE | $3,493 | $6,159-43.3% | $5,451-35.9% | $6,396-45.4% |
| Admin fee / account holder | $10,663 | $16,880-36.8% | $14,497-26.4% | $12,562-15.1% |