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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 | $343,015 | $172,111+99.3% | $150,298+128.2% | $137,256+149.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 70.51% | 69.37%+1.1pp | 62.79%+7.7pp | 220.34%-149.8pp |
| Employer contribution / active EE | -$2,969 | $4,636-164.0% | $4,154-171.5% | $4,156-171.4% |
| Participant deferral / active EE | $16,132 | $6,166+161.6% | $5,453+195.8% | $6,407+151.8% |
| Admin fee / account holder | $3,784 | $16,471-77.0% | $14,116-73.2% | $12,270-69.2% |