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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 | $400,475 | $223,823+78.9% | $211,142+89.7% | $154,746+158.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.80% | 50.39%-33.6pp | 46.84%-30.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $815 | $6,787-88.0% | $6,442-87.3% | $4,379-81.4% |
| Participant deferral / active EE | $5,522 | $9,750-43.4% | $9,284-40.5% | $6,730-18.0% |
| Admin fee / account holder | $11,129 | $19,707-43.5% | $19,076-41.7% | $14,365-22.5% |