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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 | $1,401 | $106,115-98.7% | $85,969-98.4% | $125,389-98.9% |
| Participation rate | 0.0% | 84.1%-84.1pp | 76.5%-76.5pp | 83.2%-83.2pp |
| Annual return | 0.00% | 13.93%-13.9pp | 9.32%-9.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $494 | $8,144-93.9% | $6,053-91.8% | $9,541-94.8% |