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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 | $263,232 | $183,516+43.4% | $155,534+69.2% | $145,884+80.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.68% | 61.43%-37.7pp | 64.92%-41.2pp | 551.85%-528.2pp |
| Employer contribution / active EE | $547 | $5,315-89.7% | $4,675-88.3% | $4,662-88.3% |
| Participant deferral / active EE | $6,041 | $6,467-6.6% | $5,630+7.3% | $6,690-9.7% |
| Admin fee / account holder | $1,095 | $19,293-94.3% | $15,900-93.1% | $13,392-91.8% |