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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 | $437,211 | $211,288+106.9% | $178,540+144.9% | $145,884+199.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.72% | 30.27%-2.6pp | 27.15%+0.6pp | 551.85%-524.1pp |
| Employer contribution / active EE | -$8,500 | $4,574-285.8% | $3,953-315.0% | $4,662-282.3% |
| Participant deferral / active EE | $30,000 | $6,967+330.6% | $6,281+377.7% | $6,690+348.5% |
| Admin fee / account holder | $675 | $12,105-94.4% | $10,424-93.5% | $13,392-95.0% |