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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 | $374,197 | $183,592+103.8% | $155,567+140.5% | $145,959+156.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.84% | 61.24%-45.4pp | 64.74%-48.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $339 | $5,315-93.6% | $4,674-92.8% | $4,661-92.7% |
| Participant deferral / active EE | $6,607 | $6,464+2.2% | $5,628+17.4% | $6,689-1.2% |
| Admin fee / account holder | $4,593 | $19,318-76.2% | $15,916-71.1% | $13,398-65.7% |