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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 | $18,010 | $148,623-87.9% | $135,974-86.8% | $139,466-87.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.46% | 79.30%-61.8pp | 68.30%-50.8pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,278 | $5,246-37.5% | $4,859-32.5% | $4,754-31.0% |
| Participant deferral / active EE | $2,063 | $8,103-74.5% | $7,760-73.4% | $6,712-69.3% |
| Admin fee / account holder | $336 | $12,406-97.3% | $10,767-96.9% | $11,409-97.1% |