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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $454,091 | $288,797+57.2% | $239,577+89.5% | $382,429+18.7% |
| Participation rate | 80.0% | 85.8%-5.8pp | 82.1%-2.1pp | 87.7%-7.7pp |
| Annual return | 11.08% | -3.30%+14.4pp | -0.70%+11.8pp | 248.85%-237.8pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $7,164 | $18,649-61.6% | $19,315-62.9% | $30,732-76.7% |