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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 | $178,174+513.0% | $156,181+599.3% | $137,256+695.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 12.35% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $873 | $4,972-82.5% | $4,294-79.7% | $4,156-79.0% |
| Participant deferral / active EE | $5,063 | $6,888-26.5% | $6,132-17.4% | $6,407-21.0% |
| Admin fee / account holder | $716 | $17,404-95.9% | $14,586-95.1% | $12,270-94.2% |