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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 | $211,239+107.0% | $178,528+144.9% | $145,877+199.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.72% | 30.22%-2.5pp | 27.11%+0.6pp | 551.28%-523.6pp |
| Employer contribution / active EE | -$8,500 | $4,570-286.0% | $3,950-315.2% | $4,663-282.3% |
| Participant deferral / active EE | $30,000 | $6,963+330.9% | $6,278+377.8% | $6,691+348.4% |
| Admin fee / account holder | $675 | $12,095-94.4% | $10,419-93.5% | $13,402-95.0% |