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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 | $12,529 | $75,832-83.5% | $147,618-91.5% | $59,633-79.0% |
| Participation rate | 84.4% | 71.6%+12.8pp | 84.6%-0.2pp | 68.7%+15.7pp |
| Annual return | -2.33% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $417 | $5,986-93.0% | $11,612-96.4% | $4,297-90.3% |