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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 | $255,255 | $185,312+37.7% | $161,489+58.1% | $154,746+65.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.05% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $859 | $4,769-82.0% | $4,268-79.9% | $4,379-80.4% |
| Participant deferral / active EE | $13,625 | $6,350+114.6% | $5,630+142.0% | $6,730+102.4% |
| Admin fee / account holder | $409 | $18,654-97.8% | $16,006-97.4% | $14,365-97.2% |