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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 | $185,312+87.6% | $161,489+115.3% | $154,746+124.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 17.20% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $822 | $4,769-82.8% | $4,268-80.7% | $4,379-81.2% |
| Participant deferral / active EE | $3,433 | $6,350-45.9% | $5,630-39.0% | $6,730-49.0% |
| Admin fee / account holder | $10,590 | $18,654-43.2% | $16,006-33.8% | $14,365-26.3% |