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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 | $269,941 | $199,109+35.6% | $173,730+55.4% | $154,746+74.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 13.72% | 20.02%-6.3pp | 19.96%-6.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,087 | $5,311-79.5% | $4,577-76.3% | $4,379-75.2% |
| Participant deferral / active EE | $10,522 | $7,113+47.9% | $6,326+66.3% | $6,730+56.3% |
| Admin fee / account holder | $4,588 | $20,916-78.1% | $17,523-73.8% | $14,365-68.1% |