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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 | $315,467 | $185,312+70.2% | $161,489+95.3% | $154,746+103.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.68% | 103.84%-85.2pp | 89.72%-71.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $509 | $4,769-89.3% | $4,268-88.1% | $4,379-88.4% |
| Participant deferral / active EE | $11,750 | $6,350+85.0% | $5,630+108.7% | $6,730+74.6% |
| Admin fee / account holder | $8,255 | $18,654-55.7% | $16,006-48.4% | $14,365-42.5% |