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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 | $126,661+110.3% | $113,397+135.0% | $138,895+91.8% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 12.83% | 25.05%-12.2pp | 23.20%-10.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $412 | $3,456-88.1% | $2,977-86.2% | $4,194-90.2% |
| Participant deferral / active EE | $2,127 | $5,693-62.6% | $5,076-58.1% | $6,396-66.8% |
| Admin fee / account holder | $27,814 | $14,549+91.2% | $11,957+132.6% | $12,562+121.4% |