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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 | $300,219 | $124,425+141.3% | $112,040+168.0% | $137,256+118.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.86% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $510 | $3,411-85.1% | $2,954-82.7% | $4,156-87.7% |
| Participant deferral / active EE | $4,161 | $5,718-27.2% | $5,098-18.4% | $6,407-35.1% |
| Admin fee / account holder | $9,783 | $15,207-35.7% | $12,098-19.1% | $12,270-20.3% |