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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 | $58,488 | $154,228-62.1% | $145,433-59.8% | $137,256-57.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.94% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $10,600 | $4,804+120.6% | $4,554+132.7% | $4,156+155.1% |
| Participant deferral / active EE | $750 | $8,216-90.9% | $7,897-90.5% | $6,407-88.3% |
| Admin fee / account holder | $642 | $14,344-95.5% | $13,129-95.1% | $12,270-94.8% |