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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 | $227,399+85.6% | $189,758+122.4% | $198,609+112.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.01% | 61.03%-49.0pp | 52.62%-40.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $208 | $5,526-96.2% | $4,767-95.6% | $5,055-95.9% |
| Participant deferral / active EE | $4,583 | $6,837-33.0% | $5,856-21.7% | $6,977-34.3% |
| Admin fee / account holder | $2,318 | $25,162-90.8% | $20,388-88.6% | $19,030-87.8% |