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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 | $273,047 | $162,136+68.4% | $152,301+79.3% | $154,746+76.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.63% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $268 | $4,890-94.5% | $4,624-94.2% | $4,379-93.9% |
| Participant deferral / active EE | $10,064 | $8,341+20.7% | $8,004+25.7% | $6,730+49.5% |
| Admin fee / account holder | $2,629 | $15,759-83.3% | $14,398-81.7% | $14,365-81.7% |