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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 | $29,161 | $165,361-82.4% | $149,715-80.5% | $158,950-81.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.44% | 348.24%-336.8pp | 276.66%-265.2pp | 302.91%-291.5pp |
| Employer contribution / active EE | $4,920 | $5,103-3.6% | $4,645+5.9% | $4,762+3.3% |
| Participant deferral / active EE | $2,300 | $7,182-68.0% | $6,842-66.4% | $5,983-61.6% |
| Admin fee / account holder | $364 | $10,808-96.6% | $9,310-96.1% | $11,248-96.8% |