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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 | $270,407 | $181,896+48.7% | $156,551+72.7% | $273,972-1.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.14% | 30.74%-27.6pp | 32.23%-29.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $659 | $6,248-89.4% | $5,501-88.0% | $4,869-86.5% |
| Participant deferral / active EE | $4,500 | $5,550-18.9% | $4,871-7.6% | $5,287-14.9% |
| Admin fee / account holder | $7,842 | $15,560-49.6% | $13,028-39.8% | $10,133-22.6% |