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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 | $261,894 | $199,109+31.5% | $173,730+50.7% | $154,746+69.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.02% | 20.02%-7.0pp | 19.96%-6.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $925 | $5,311-82.6% | $4,577-79.8% | $4,379-78.9% |
| Participant deferral / active EE | $3,598 | $7,113-49.4% | $6,326-43.1% | $6,730-46.5% |
| Admin fee / account holder | $2,020 | $20,916-90.3% | $17,523-88.5% | $14,365-85.9% |