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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 | $276,372 | $196,972+40.3% | $182,262+51.6% | $198,609+39.2% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 11.68% | 158.27%-146.6pp | 140.60%-128.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $946 | $5,364-82.4% | $5,046-81.3% | $5,055-81.3% |
| Participant deferral / active EE | $13,000 | $8,643+50.4% | $8,276+57.1% | $6,977+86.3% |
| Admin fee / account holder | $7,077 | $18,429-61.6% | $16,712-57.7% | $19,030-62.8% |