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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 | $493,655 | $185,312+166.4% | $161,489+205.7% | $154,746+219.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.42% | 103.84%-93.4pp | 89.72%-79.3pp | 172.34%-161.9pp |
| Employer contribution / active EE | $928 | $4,769-80.5% | $4,268-78.2% | $4,379-78.8% |
| Participant deferral / active EE | $4,186 | $6,350-34.1% | $5,630-25.7% | $6,730-37.8% |
| Admin fee / account holder | $17,339 | $18,654-7.1% | $16,006+8.3% | $14,365+20.7% |