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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 | $162,136+57.9% | $152,301+68.1% | $154,746+65.4% |
| Participation rate | 73.3% | 84.1%-10.8pp | 82.4%-9.1pp | 80.7%-7.4pp |
| Annual return | 16.59% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $689 | $4,890-85.9% | $4,624-85.1% | $4,379-84.3% |
| Participant deferral / active EE | $12,493 | $8,341+49.8% | $8,004+56.1% | $6,730+85.6% |
| Admin fee / account holder | $2,267 | $15,759-85.6% | $14,398-84.3% | $14,365-84.2% |