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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 | $379,010 | $199,109+90.4% | $173,730+118.2% | $154,746+144.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.33% | 20.02%-10.7pp | 19.96%-10.6pp | 172.34%-163.0pp |
| Employer contribution / active EE | $949 | $5,311-82.1% | $4,577-79.3% | $4,379-78.3% |
| Participant deferral / active EE | $18,905 | $7,113+165.8% | $6,326+198.8% | $6,730+180.9% |
| Admin fee / account holder | $988 | $20,916-95.3% | $17,523-94.4% | $14,365-93.1% |