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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 | $346,349 | $123,000+181.6% | $105,582+228.0% | $198,609+74.4% |
| Participation rate | 75.0% | 76.8%-1.8pp | 71.8%+3.2pp | 82.4%-7.4pp |
| Annual return | 13.81% | 18.31%-4.5pp | 18.61%-4.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $698 | $3,582-80.5% | $2,984-76.6% | $5,055-86.2% |
| Participant deferral / active EE | $3,152 | $5,013-37.1% | $4,353-27.6% | $6,977-54.8% |
| Admin fee / account holder | $6,245 | $16,254-61.6% | $12,856-51.4% | $19,030-67.2% |