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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 | $361,419 | $183,592+96.9% | $155,567+132.3% | $145,959+147.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.56% | 61.24%-50.7pp | 64.74%-54.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $997 | $5,315-81.3% | $4,674-78.7% | $4,661-78.6% |
| Participant deferral / active EE | $6,110 | $6,464-5.5% | $5,628+8.6% | $6,689-8.6% |
| Admin fee / account holder | $1,148 | $19,318-94.1% | $15,916-92.8% | $13,398-91.4% |