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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,965 | $156,398-46.3% | $147,318-43.0% | $138,895-39.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.18% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.2pp |
| Employer contribution / active EE | $750 | $4,853-84.5% | $4,593-83.7% | $4,194-82.1% |
| Participant deferral / active EE | $4,350 | $8,237-47.2% | $7,906-45.0% | $6,396-32.0% |
| Admin fee / account holder | $575 | $14,976-96.2% | $13,708-95.8% | $12,562-95.4% |