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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 | $366,407 | $239,571+52.9% | $183,328+99.9% | $137,256+167.0% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 80.0%0pp |
| Annual return | 15.16% | 35.69%-20.5pp | 29.67%-14.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,383 | $6,148-77.5% | $5,055-72.6% | $4,156-66.7% |
| Participant deferral / active EE | $6,135 | $7,995-23.3% | $6,795-9.7% | $6,407-4.2% |
| Admin fee / account holder | $3,555 | $30,059-88.2% | $21,427-83.4% | $12,270-71.0% |