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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 | $334,277 | $162,136+106.2% | $152,301+119.5% | $154,746+116.0% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 18.17% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $823 | $4,890-83.2% | $4,624-82.2% | $4,379-81.2% |
| Participant deferral / active EE | $17,698 | $8,341+112.2% | $8,004+121.1% | $6,730+163.0% |
| Admin fee / account holder | $981 | $15,759-93.8% | $14,398-93.2% | $14,365-93.2% |