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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 | $422,906 | $157,296+168.9% | $141,191+199.5% | $152,897+176.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.30% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $877 | $5,262-83.3% | $4,736-81.5% | $4,764-81.6% |
| Participant deferral / active EE | $7,689 | $7,111+8.1% | $6,710+14.6% | $5,851+31.4% |
| Admin fee / account holder | $5,844 | $12,125-51.8% | $10,264-43.1% | $11,599-49.6% |