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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 | $433,391 | $154,228+181.0% | $145,433+198.0% | $137,256+215.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.50% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,475 | $8,216+15.3% | $7,897+20.0% | $6,407+47.9% |
| Admin fee / account holder | $3,878 | $14,344-73.0% | $13,129-70.5% | $12,270-68.4% |