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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 | $300,954 | $227,399+32.3% | $189,758+58.6% | $198,609+51.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 11.01% | 61.03%-50.0pp | 52.62%-41.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $1,200 | $5,526-78.3% | $4,767-74.8% | $5,055-76.3% |
| Participant deferral / active EE | $3,389 | $6,837-50.4% | $5,856-42.1% | $6,977-51.4% |
| Admin fee / account holder | $12,905 | $25,162-48.7% | $20,388-36.7% | $19,030-32.2% |