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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 | $318,655 | $138,312+130.4% | $122,979+159.1% | $155,188+105.3% |
| Participation rate | 73.7% | 80.2%-6.5pp | 77.2%-3.5pp | 80.8%-7.1pp |
| Annual return | 11.40% | 22.06%-10.7pp | 20.12%-8.7pp | 148.84%-137.4pp |
| Employer contribution / active EE | $515 | $3,530-85.4% | $3,062-83.2% | $4,248-87.9% |
| Participant deferral / active EE | $5,501 | $5,592-1.6% | $5,003+10.0% | $6,531-15.8% |
| Admin fee / account holder | $16,661 | $15,089+10.4% | $12,864+29.5% | $14,480+15.1% |