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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 | $348,603 | $335,627+3.9% | $283,941+22.8% | $428,746-18.7% |
| Participation rate | 75.0% | 89.1%-14.1pp | 87.7%-12.7pp | 88.2%-13.2pp |
| Annual return | 20.64% | 0.21%+20.4pp | 1.70%+18.9pp | 331.92%-311.3pp |
| Employer contribution / active EE | $4,521 | $7,488-39.6% | $6,503-30.5% | $8,363-45.9% |
| Participant deferral / active EE | $10,736 | $5,928+81.1% | $5,606+91.5% | $5,961+80.1% |
| Admin fee / account holder | $3,521 | $33,255-89.4% | $30,380-88.4% | $31,735-88.9% |