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Participant 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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,416 | $57,330-41.7% | $86,656-61.4% | $75,177-55.6% |
| Participation rate | 71.9% | 63.2%+8.7pp | 71.7%+0.2pp | 67.2%+4.7pp |
| Annual return | 13.59% | 2675.40%-2661.8pp | 593.09%-579.5pp | 160.75%-147.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,781 | $4,115-56.7% | $5,619-68.3% | $5,651-68.5% |