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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 | $154,228+73.0% | $145,433+83.5% | $137,256+94.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 15.09% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $843 | $4,804-82.4% | $4,554-81.5% | $4,156-79.7% |
| Participant deferral / active EE | $7,055 | $8,216-14.1% | $7,897-10.7% | $6,407+10.1% |
| Admin fee / account holder | $1,189 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |