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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $321,794 | $176,077+82.8% | $159,455+101.8% | $167,518+92.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.40% | 331.83%-312.4pp | 263.63%-244.2pp | 478.71%-459.3pp |
| Employer contribution / active EE | $900 | $5,298-83.0% | $4,830-81.4% | $4,838-81.4% |
| Participant deferral / active EE | $18,193 | $7,751+134.7% | $7,353+147.4% | $6,342+186.9% |
| Admin fee / account holder | $3,456 | $12,556-72.5% | $10,800-68.0% | $12,312-71.9% |