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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.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,529 | $156,398+131.8% | $147,318+146.1% | $138,895+161.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.82% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $464 | $4,853-90.4% | $4,593-89.9% | $4,194-88.9% |
| Participant deferral / active EE | $16,241 | $8,237+97.2% | $7,906+105.4% | $6,396+153.9% |
| Admin fee / account holder | $3,119 | $14,976-79.2% | $13,708-77.2% | $12,562-75.2% |