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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 | $111,806 | $160,040-30.1% | $147,096-24.0% | $145,877-23.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.08% | 98.49%-85.4pp | 419.75%-406.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $6,244 | $5,289+18.0% | $4,936+26.5% | $4,663+33.9% |
| Participant deferral / active EE | $1,250 | $8,429-85.2% | $8,071-84.5% | $6,691-81.3% |
| Admin fee / account holder | $3,395 | $15,050-77.4% | $13,005-73.9% | $13,402-74.7% |