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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 | $385,404 | $199,109+93.6% | $173,730+121.8% | $154,746+149.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 15.48% | 20.02%-4.5pp | 19.96%-4.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $348 | $5,311-93.4% | $4,577-92.4% | $4,379-92.1% |
| Participant deferral / active EE | $2,567 | $7,113-63.9% | $6,326-59.4% | $6,730-61.9% |
| Admin fee / account holder | $4,421 | $20,916-78.9% | $17,523-74.8% | $14,365-69.2% |