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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 | $196,972+30.0% | $182,262+40.4% | $198,609+28.9% |
| Participation rate | 73.3% | 85.7%-12.4pp | 84.2%-10.9pp | 82.4%-9.0pp |
| Annual return | 16.59% | 158.27%-141.7pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $689 | $5,364-87.2% | $5,046-86.3% | $5,055-86.4% |
| Participant deferral / active EE | $12,493 | $8,643+44.6% | $8,276+51.0% | $6,977+79.1% |
| Admin fee / account holder | $2,267 | $18,429-87.7% | $16,712-86.4% | $19,030-88.1% |