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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 | $302,161 | $161,352+87.3% | $134,172+125.2% | $137,256+120.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.00% | 28.72%-9.7pp | 25.30%-6.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $563 | $4,099-86.3% | $3,420-83.5% | $4,156-86.5% |
| Participant deferral / active EE | $4,503 | $5,552-18.9% | $4,690-4.0% | $6,407-29.7% |
| Admin fee / account holder | $2,102 | $15,028-86.0% | $12,016-82.5% | $12,270-82.9% |