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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 | $258,414 | $111,535+131.7% | $105,223+145.6% | $137,256+88.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.33% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $405 | $3,939-89.7% | $3,689-89.0% | $4,156-90.2% |
| Participant deferral / active EE | $10,333 | $5,500+87.9% | $5,072+103.7% | $6,407+61.3% |
| Admin fee / account holder | $1,588 | $9,721-83.7% | $8,859-82.1% | $12,270-87.1% |