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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 | $291,418 | $254,759+14.4% | $216,567+34.6% | $198,609+46.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 81.6%+7.2pp | 82.4%+6.5pp |
| Annual return | 8.87% | 10.04%-1.2pp | 12.94%-4.1pp | 202.70%-193.8pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,475 | $6,948+93.9% | $6,191+117.7% | $6,977+93.1% |
| Admin fee / account holder | $35,271 | $26,311+34.1% | $21,981+60.5% | $19,030+85.3% |