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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 | $223,823+19.7% | $211,142+26.9% | $154,746+73.1% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 14.96% | 50.39%-35.4pp | 46.84%-31.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,008 | $6,787-85.1% | $6,442-84.4% | $4,379-77.0% |
| Participant deferral / active EE | $7,411 | $9,750-24.0% | $9,284-20.2% | $6,730+10.1% |
| Admin fee / account holder | $5,138 | $19,707-73.9% | $19,076-73.1% | $14,365-64.2% |