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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 | $319,331 | $199,109+60.4% | $173,730+83.8% | $154,746+106.4% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 14.11% | 20.02%-5.9pp | 19.96%-5.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $234 | $5,311-95.6% | $4,577-94.9% | $4,379-94.6% |
| Participant deferral / active EE | $3,285 | $7,113-53.8% | $6,326-48.1% | $6,730-51.2% |
| Admin fee / account holder | $7,451 | $20,916-64.4% | $17,523-57.5% | $14,365-48.1% |