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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 | $172,111+145.2% | $150,298+180.8% | $137,256+207.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.01% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $208 | $4,636-95.5% | $4,154-95.0% | $4,156-95.0% |
| Participant deferral / active EE | $4,583 | $6,166-25.7% | $5,453-15.9% | $6,407-28.5% |
| Admin fee / account holder | $2,318 | $16,471-85.9% | $14,116-83.6% | $12,270-81.1% |