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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 | $116,341 | $155,555-25.2% | $146,866-20.8% | $155,188-25.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.69% | 115.41%-101.7pp | 102.85%-89.2pp | 148.84%-135.1pp |
| Employer contribution / active EE | $12,834 | $4,647+176.2% | $4,425+190.0% | $4,248+202.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $14,486 | $14,755-1.8% | $13,620+6.4% | $14,4800% |