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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 | $277,810 | $148,623+86.9% | $135,974+104.3% | $139,466+99.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 15.73% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $868 | $5,246-83.5% | $4,859-82.1% | $4,754-81.7% |
| Participant deferral / active EE | $8,623 | $8,103+6.4% | $7,760+11.1% | $6,712+28.5% |
| Admin fee / account holder | $28,938 | $12,406+133.3% | $10,767+168.8% | $11,409+153.6% |