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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 | $5,280 | $178,174-97.0% | $156,181-96.6% | $137,256-96.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 64.01% | 84.19%-20.2pp | 64.87%-0.9pp | 220.34%-156.3pp |
| Employer contribution / active EE | $319 | $4,972-93.6% | $4,294-92.6% | $4,156-92.3% |
| Participant deferral / active EE | $8,797 | $6,888+27.7% | $6,132+43.5% | $6,407+37.3% |
| Admin fee / account holder | $797 | $17,404-95.4% | $14,586-94.5% | $12,270-93.5% |