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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).
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 | $80,084 | $48,364+65.6% | $71,796+11.5% | $62,881+27.4% |
| Participation rate | 91.9% | 60.6%+31.3pp | 69.1%+22.8pp | 69.3%+22.6pp |
| Annual return | 9.39% | 13.16%-3.8pp | 78.04%-68.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,389 | $3,771-63.2% | $4,815-71.2% | $4,296-67.7% |