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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 | $417,469 | $172,111+142.6% | $150,298+177.8% | $137,256+204.2% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 13.62% | 69.37%-55.7pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $758 | $4,636-83.7% | $4,154-81.8% | $4,156-81.8% |
| Participant deferral / active EE | $3,836 | $6,166-37.8% | $5,453-29.7% | $6,407-40.1% |
| Admin fee / account holder | $57,554 | $16,471+249.4% | $14,116+307.7% | $12,270+369.1% |