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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 | $400,517 | $181,062+121.2% | $158,223+153.1% | $155,188+158.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.93% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $814 | $4,565-82.2% | $4,109-80.2% | $4,248-80.8% |
| Participant deferral / active EE | $18,614 | $6,134+203.4% | $5,467+240.5% | $6,531+185.0% |
| Admin fee / account holder | $3,415 | $18,825-81.9% | $16,047-78.7% | $14,480-76.4% |