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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 | $347,703 | $172,111+102.0% | $150,298+131.3% | $137,256+153.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 17.20% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $822 | $4,636-82.3% | $4,154-80.2% | $4,156-80.2% |
| Participant deferral / active EE | $3,433 | $6,166-44.3% | $5,453-37.0% | $6,407-46.4% |
| Admin fee / account holder | $10,590 | $16,471-35.7% | $14,116-25.0% | $12,270-13.7% |