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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).
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 | $81,764 | $76,368+7.1% | $67,681+20.8% | $154,746-47.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.00% | 1066.77%-1054.8pp | 590.58%-578.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,446 | $4,824-70.0% | $3,976-63.6% | $6,730-78.5% |
| Admin fee / account holder | $3,797 | $8,559-55.6% | $6,100-37.7% | $14,365-73.6% |