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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 | $267,166 | $148,629+79.8% | $135,982+96.5% | $139,487+91.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.71% | 79.33%-61.6pp | 68.32%-50.6pp | 373.84%-356.1pp |
| Employer contribution / active EE | $979 | $5,247-81.3% | $4,859-79.8% | $4,755-79.4% |
| Participant deferral / active EE | $10,902 | $8,102+34.6% | $7,760+40.5% | $6,713+62.4% |
| Admin fee / account holder | $2,883 | $12,406-76.8% | $10,767-73.2% | $11,407-74.7% |