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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 | $306,446 | $162,136+89.0% | $152,301+101.2% | $154,746+98.0% |
| Participation rate | 76.5% | 84.1%-7.6pp | 82.4%-6.0pp | 80.7%-4.2pp |
| Annual return | 15.48% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $724 | $4,890-85.2% | $4,624-84.3% | $4,379-83.5% |
| Participant deferral / active EE | $12,262 | $8,341+47.0% | $8,004+53.2% | $6,730+82.2% |
| Admin fee / account holder | $6,276 | $15,759-60.2% | $14,398-56.4% | $14,365-56.3% |