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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 | $95,404+189.8% | $113,397+143.8% | $82,637+234.6% |
| Participation rate | 75.9% | 72.8%+3.0pp | 76.5%-0.6pp | 68.1%+7.8pp |
| Annual return | 13.65% | 19.08%-5.4pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $635 | $2,307-72.5% | $2,977-78.7% | $2,552-75.1% |
| Participant deferral / active EE | $5,010 | $4,220+18.7% | $5,076-1.3% | $4,126+21.4% |
| Admin fee / account holder | $1,335 | $9,168-85.4% | $11,957-88.8% | $7,339-81.8% |