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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 | $174,379+142.0% | $152,093+177.5% | $138,895+203.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.01% | 74.86%-62.8pp | 66.36%-54.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $208 | $4,652-95.5% | $4,175-95.0% | $4,194-95.0% |
| Participant deferral / active EE | $4,583 | $6,159-25.6% | $5,451-15.9% | $6,396-28.3% |
| Admin fee / account holder | $2,318 | $16,880-86.3% | $14,497-84.0% | $12,562-81.6% |