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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 | $34,593 | $155,555-77.8% | $146,866-76.4% | $155,188-77.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.33% | 115.41%-100.1pp | 102.85%-87.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $240 | $4,647-94.8% | $4,425-94.6% | $4,248-94.3% |
| Participant deferral / active EE | $3,000 | $8,044-62.7% | $7,759-61.3% | $6,531-54.1% |
| Admin fee / account holder | $3,078 | $14,755-79.1% | $13,620-77.4% | $14,480-78.7% |