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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,365 | $109,863-93.3% | $98,477-92.5% | $167,518-95.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 15.27% | 1958.09%-1942.8pp | 1493.59%-1478.3pp | 478.71%-463.4pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,837 | $4,673+67.7% | $4,276+83.3% | $6,342+23.6% |
| Admin fee / account holder | $2,162 | $6,755-68.0% | $5,951-63.7% | $12,312-82.4% |