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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 | $281,684 | $178,174+58.1% | $156,181+80.4% | $137,256+105.2% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.8%-5.5pp | 80.0%-6.6pp |
| Annual return | 13.85% | 84.19%-70.3pp | 64.87%-51.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,992 | $6,888+59.6% | $6,132+79.2% | $6,407+71.6% |
| Admin fee / account holder | $15,807 | $17,404-9.2% | $14,586+8.4% | $12,270+28.8% |