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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 | $385,747 | $181,896+112.1% | $156,551+146.4% | $273,972+40.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.69% | 30.74%-25.1pp | 32.23%-26.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,198 | $6,248-80.8% | $5,501-78.2% | $4,869-75.4% |
| Participant deferral / active EE | $3,724 | $5,550-32.9% | $4,871-23.6% | $5,287-29.6% |
| Admin fee / account holder | $21,534 | $15,560+38.4% | $13,028+65.3% | $10,133+112.5% |