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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 | $209,336+28.0% | $197,124+35.9% | $137,256+95.2% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 14.96% | 48.09%-33.1pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,008 | $6,591-84.7% | $6,227-83.8% | $4,156-75.7% |
| Participant deferral / active EE | $7,411 | $9,614-22.9% | $9,135-18.9% | $6,407+15.7% |
| Admin fee / account holder | $5,138 | $17,308-70.3% | $16,298-68.5% | $12,270-58.1% |