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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 | $516,182 | $152,612+238.2% | $125,192+312.3% | $152,897+237.6% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.5%+5.8pp |
| Annual return | 20.27% | 54.85%-34.6pp | 43.79%-23.5pp | 345.43%-325.2pp |
| Employer contribution / active EE | $818 | $4,947-83.5% | $3,866-78.8% | $4,764-82.8% |
| Participant deferral / active EE | $4,862 | $5,868-17.1% | $4,937-1.5% | $5,851-16.9% |
| Admin fee / account holder | $18,359 | $13,437+36.6% | $9,704+89.2% | $11,599+58.3% |