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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 | $305,420 | $227,399+34.3% | $189,758+61.0% | $198,609+53.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 11.43% | 61.03%-49.6pp | 52.62%-41.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $297 | $5,526-94.6% | $4,767-93.8% | $5,055-94.1% |
| Participant deferral / active EE | $4,396 | $6,837-35.7% | $5,856-24.9% | $6,977-37.0% |
| Admin fee / account holder | $3,179 | $25,162-87.4% | $20,388-84.4% | $19,030-83.3% |