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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 | $277,959 | $209,336+32.8% | $197,124+41.0% | $137,256+102.5% |
| Participation rate | 82.4% | 87.3%-5.0pp | 86.7%-4.4pp | 80.0%+2.4pp |
| Annual return | 18.19% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,241 | $6,591-81.2% | $6,227-80.1% | $4,156-70.1% |
| Participant deferral / active EE | $4,988 | $9,614-48.1% | $9,135-45.4% | $6,407-22.1% |
| Admin fee / account holder | $4,862 | $17,308-71.9% | $16,298-70.2% | $12,270-60.4% |