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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 | $267,612 | $201,370+32.9% | $184,256+45.2% | $145,897+83.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 16.33% | 29.05%-12.7pp | 28.85%-12.5pp | 552.29%-536.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,757 | $9,808+70.8% | $9,133+83.5% | $6,689+150.5% |
| Admin fee / account holder | $634 | $16,364-96.1% | $13,899-95.4% | $13,390-95.3% |