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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 | $212,386+26.1% | $199,883+34.0% | $138,895+92.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 14.96% | 47.75%-32.8pp | 43.81%-28.8pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,008 | $6,625-84.8% | $6,261-83.9% | $4,194-76.0% |
| Participant deferral / active EE | $7,411 | $9,617-22.9% | $9,138-18.9% | $6,396+15.9% |
| Admin fee / account holder | $5,138 | $18,233-71.8% | $17,268-70.2% | $12,562-59.1% |