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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 | $286,663 | $176,786+62.2% | $146,643+95.5% | $167,536+71.1% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 13.31% | 24.04%-10.7pp | 22.75%-9.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $659 | $5,161-87.2% | $4,137-84.1% | $4,839-86.4% |
| Participant deferral / active EE | $4,241 | $6,440-34.1% | $5,506-23.0% | $6,342-33.1% |
| Admin fee / account holder | $1,187 | $13,262-91.1% | $10,280-88.5% | $12,315-90.4% |