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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 | $265,394 | $198,461+33.7% | $170,436+55.7% | $147,585+79.8% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 16.73% | 257.30%-240.6pp | 205.94%-189.2pp | 578.57%-561.8pp |
| Employer contribution / active EE | $1,256 | $6,184-79.7% | $5,433-76.9% | $4,876-74.2% |
| Participant deferral / active EE | $3,681 | $5,629-34.6% | $4,939-25.5% | $5,439-32.3% |
| Admin fee / account holder | $1,402 | $16,852-91.7% | $13,880-89.9% | $10,885-87.1% |