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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 | $17,088 | $201,344-91.5% | $184,243-90.7% | $145,877-88.3% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 16.18% | 29.01%-12.8pp | 28.82%-12.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $7,863 | $7,022+12.0% | $6,427+22.3% | $4,663+68.6% |
| Participant deferral / active EE | $10,184 | $9,807+3.8% | $9,132+11.5% | $6,691+52.2% |
| Admin fee / account holder | $12,028 | $16,382-26.6% | $13,914-13.5% | $13,402-10.3% |