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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 | $388,179 | $275,752+40.8% | $256,809+51.2% | $198,609+95.4% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 10.38% | 34.81%-24.4pp | 32.73%-22.3pp | 202.70%-192.3pp |
| Employer contribution / active EE | $1,306 | $7,721-83.1% | $7,263-82.0% | $5,055-74.2% |
| Participant deferral / active EE | $6,985 | $10,037-30.4% | $9,520-26.6% | $6,977+0.1% |
| Admin fee / account holder | $24,279 | $25,716-5.6% | $25,146-3.4% | $19,030+27.6% |