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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 | $285,384 | $111,535+155.9% | $105,223+171.2% | $137,256+107.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 19.56% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $473 | $3,939-88.0% | $3,689-87.2% | $4,156-88.6% |
| Participant deferral / active EE | $4,471 | $5,500-18.7% | $5,072-11.8% | $6,407-30.2% |
| Admin fee / account holder | $4,685 | $9,721-51.8% | $8,859-47.1% | $12,270-61.8% |