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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 | $266,428 | $124,425+114.1% | $112,040+137.8% | $137,256+94.1% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 12.83% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $412 | $3,411-87.9% | $2,954-86.1% | $4,156-90.1% |
| Participant deferral / active EE | $2,127 | $5,718-62.8% | $5,098-58.3% | $6,407-66.8% |
| Admin fee / account holder | $27,814 | $15,207+82.9% | $12,098+129.9% | $12,270+126.7% |