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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 | $251,393 | $156,398+60.7% | $147,318+70.6% | $138,895+81.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 16.29% | 78.75%-62.5pp | 70.43%-54.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $424 | $4,853-91.3% | $4,593-90.8% | $4,194-89.9% |
| Participant deferral / active EE | $7,798 | $8,237-5.3% | $7,906-1.4% | $6,396+21.9% |
| Admin fee / account holder | $9,628 | $14,976-35.7% | $13,708-29.8% | $12,562-23.4% |