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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 | $196,972+69.7% | $182,262+83.4% | $198,609+68.3% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 18.17% | 158.27%-140.1pp | 140.60%-122.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $823 | $5,364-84.7% | $5,046-83.7% | $5,055-83.7% |
| Participant deferral / active EE | $17,698 | $8,643+104.8% | $8,276+113.8% | $6,977+153.7% |
| Admin fee / account holder | $981 | $18,429-94.7% | $16,712-94.1% | $19,030-94.8% |