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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 | $267,893 | $275,752-2.9% | $256,809+4.3% | $198,609+34.9% |
| Participation rate | 87.5% | 89.2%-1.7pp | 88.5%-1.0pp | 82.4%+5.1pp |
| Annual return | 14.96% | 34.81%-19.9pp | 32.73%-17.8pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,008 | $7,721-86.9% | $7,263-86.1% | $5,055-80.1% |
| Participant deferral / active EE | $7,411 | $10,037-26.2% | $9,520-22.2% | $6,977+6.2% |
| Admin fee / account holder | $5,138 | $25,716-80.0% | $25,146-79.6% | $19,030-73.0% |