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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 | $312,768 | $212,386+47.3% | $199,883+56.5% | $138,895+125.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 22.73% | 47.75%-25.0pp | 43.81%-21.1pp | 145.39%-122.7pp |
| Employer contribution / active EE | $1,281 | $6,625-80.7% | $6,261-79.5% | $4,194-69.5% |
| Participant deferral / active EE | $7,465 | $9,617-22.4% | $9,138-18.3% | $6,396+16.7% |
| Admin fee / account holder | $811 | $18,233-95.6% | $17,268-95.3% | $12,562-93.5% |