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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 | $254,321 | $154,228+64.9% | $145,433+74.9% | $137,256+85.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.80% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $659 | $4,804-86.3% | $4,554-85.5% | $4,156-84.1% |
| Participant deferral / active EE | $5,244 | $8,216-36.2% | $7,897-33.6% | $6,407-18.1% |
| Admin fee / account holder | $7,562 | $14,344-47.3% | $13,129-42.4% | $12,270-38.4% |