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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 | $255,773 | $275,752-7.2% | $256,809-0.4% | $198,609+28.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.85% | 34.81%-18.0pp | 32.73%-15.9pp | 202.70%-185.8pp |
| Employer contribution / active EE | $1,586 | $7,721-79.5% | $7,263-78.2% | $5,055-68.6% |
| Participant deferral / active EE | $4,277 | $10,037-57.4% | $9,520-55.1% | $6,977-38.7% |
| Admin fee / account holder | $10,249 | $25,716-60.1% | $25,146-59.2% | $19,030-46.1% |