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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 | $43,577 | $138,312-68.5% | $122,979-64.6% | $155,188-71.9% |
| Participation rate | 95.0% | 80.2%+14.8pp | 77.2%+17.8pp | 80.8%+14.2pp |
| Annual return | 2.62% | 22.06%-19.4pp | 20.12%-17.5pp | 148.84%-146.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $428 | $15,089-97.2% | $12,864-96.7% | $14,480-97.0% |