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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 | $18,481 | $165,399-88.8% | $149,745-87.7% | $158,982-88.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.24% | 348.34%-339.1pp | 276.72%-267.5pp | 302.99%-293.8pp |
| Employer contribution / active EE | $12,187 | $5,105+138.7% | $4,646+162.3% | $4,763+155.9% |
| Participant deferral / active EE | $10,658 | $7,183+48.4% | $6,843+55.8% | $5,983+78.1% |
| Admin fee / account holder | $1,061 | $10,811-90.2% | $9,312-88.6% | $11,252-90.6% |