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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 | $1,092,241 | $254,759+328.7% | $216,567+404.3% | $198,609+449.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 81.6%+1.7pp | 82.4%+1.0pp |
| Annual return | 12.35% | 10.04%+2.3pp | 12.94%-0.6pp | 202.70%-190.4pp |
| Employer contribution / active EE | $873 | $6,096-85.7% | $5,216-83.3% | $5,055-82.7% |
| Participant deferral / active EE | $5,063 | $6,948-27.1% | $6,191-18.2% | $6,977-27.4% |
| Admin fee / account holder | $716 | $26,311-97.3% | $21,981-96.7% | $19,030-96.2% |