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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 | $255,984 | $154,228+66.0% | $145,433+76.0% | $137,256+86.5% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 16.59% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $689 | $4,804-85.7% | $4,554-84.9% | $4,156-83.4% |
| Participant deferral / active EE | $12,493 | $8,216+52.1% | $7,897+58.2% | $6,407+95.0% |
| Admin fee / account holder | $2,267 | $14,344-84.2% | $13,129-82.7% | $12,270-81.5% |