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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 | $264,570 | $183,516+44.2% | $155,534+70.1% | $145,884+81.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.60% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $791 | $5,315-85.1% | $4,675-83.1% | $4,662-83.0% |
| Participant deferral / active EE | $3,892 | $6,467-39.8% | $5,630-30.9% | $6,690-41.8% |
| Admin fee / account holder | $13,256 | $19,293-31.3% | $15,900-16.6% | $13,392-1.0% |