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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 | $10,789 | $105,145-89.7% | $94,664-88.6% | $139,466-92.3% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 20.32% | 38.09%-17.8pp | 156.84%-136.5pp | 373.66%-353.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $20,812 | $7,599+173.9% | $7,417+180.6% | $6,712+210.1% |
| Admin fee / account holder | $2,638 | $8,972-70.6% | $7,222-63.5% | $11,409-76.9% |