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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 | $266,820 | $156,398+70.6% | $147,318+81.1% | $138,895+92.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 15.09% | 78.75%-63.7pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $843 | $4,853-82.6% | $4,593-81.6% | $4,194-79.9% |
| Participant deferral / active EE | $7,055 | $8,237-14.4% | $7,906-10.8% | $6,396+10.3% |
| Admin fee / account holder | $1,189 | $14,976-92.1% | $13,708-91.3% | $12,562-90.5% |