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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 | $276,510 | $95,453+189.7% | $112,040+146.8% | $82,448+235.4% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.5%-0.6pp | 68.1%+7.8pp |
| Annual return | 13.65% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $635 | $2,318-72.6% | $2,954-78.5% | $2,551-75.1% |
| Participant deferral / active EE | $5,010 | $4,224+18.6% | $5,098-1.7% | $4,139+21.0% |
| Admin fee / account holder | $1,335 | $9,013-85.2% | $12,098-89.0% | $7,234-81.5% |