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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 | $174,379+129.7% | $152,093+163.3% | $138,895+188.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.93% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $814 | $4,652-82.5% | $4,175-80.5% | $4,194-80.6% |
| Participant deferral / active EE | $18,614 | $6,159+202.2% | $5,451+241.5% | $6,396+191.0% |
| Admin fee / account holder | $3,415 | $16,880-79.8% | $14,497-76.4% | $12,562-72.8% |