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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 | $252,044 | $275,752-8.6% | $256,809-1.9% | $198,609+26.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.15% | 34.81%-19.7pp | 32.73%-17.6pp | 202.70%-187.5pp |
| Employer contribution / active EE | $359 | $7,721-95.4% | $7,263-95.1% | $5,055-92.9% |
| Participant deferral / active EE | $16,790 | $10,037+67.3% | $9,520+76.4% | $6,977+140.6% |
| Admin fee / account holder | $3,326 | $25,716-87.1% | $25,146-86.8% | $19,030-82.5% |