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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 | $531,987 | $126,661+320.0% | $113,397+369.1% | $138,895+283.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 15.44% | 25.05%-9.6pp | 23.20%-7.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $802 | $3,456-76.8% | $2,977-73.1% | $4,194-80.9% |
| Participant deferral / active EE | $13,625 | $5,693+139.3% | $5,076+168.4% | $6,396+113.0% |
| Admin fee / account holder | $680 | $14,549-95.3% | $11,957-94.3% | $12,562-94.6% |