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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 | $512,384 | $174,379+193.8% | $152,093+236.9% | $138,895+268.9% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 15.60% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $877 | $4,652-81.1% | $4,175-79.0% | $4,194-79.1% |
| Participant deferral / active EE | $7,443 | $6,159+20.8% | $5,451+36.5% | $6,396+16.4% |
| Admin fee / account holder | $1,162 | $16,880-93.1% | $14,497-92.0% | $12,562-90.8% |