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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 | $330,111 | $165,381+99.6% | $149,730+120.5% | $158,966+107.7% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 14.37% | 348.29%-333.9pp | 276.70%-262.3pp | 302.95%-288.6pp |
| Employer contribution / active EE | $86 | $5,104-98.3% | $4,645-98.1% | $4,762-98.2% |
| Participant deferral / active EE | $8,299 | $7,182+15.6% | $6,843+21.3% | $5,983+38.7% |
| Admin fee / account holder | $2,730 | $10,809-74.7% | $9,310-70.7% | $11,250-75.7% |