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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.)
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 | $2,771 | $102,696-97.3% | $86,235-96.8% | $139,487-98.0% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.0%+24.4pp | 80.3%+13.0pp |
| Annual return | 10.91% | 1925.91%-1915.0pp | 1170.03%-1159.1pp | 373.84%-362.9pp |
| Employer contribution / active EE | $2,360 | $3,034-22.2% | $2,381-0.9% | $4,755-50.4% |
| Participant deferral / active EE | $110 | $4,679-97.6% | $3,987-97.2% | $6,713-98.4% |
| Admin fee / account holder | $431 | $8,667-95.0% | $6,856-93.7% | $11,407-96.2% |