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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 | $421,983 | $185,312+127.7% | $161,489+161.3% | $154,746+172.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.01% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $208 | $4,769-95.6% | $4,268-95.1% | $4,379-95.3% |
| Participant deferral / active EE | $4,583 | $6,350-27.8% | $5,630-18.6% | $6,730-31.9% |
| Admin fee / account holder | $2,318 | $18,654-87.6% | $16,006-85.5% | $14,365-83.9% |