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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 | $7,188 | $181,896-96.0% | $156,551-95.4% | $273,972-97.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.38% | 30.74%-21.4pp | 32.23%-22.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,508 | $6,248-59.9% | $5,501-54.4% | $4,869-48.5% |
| Participant deferral / active EE | $2,599 | $5,550-53.2% | $4,871-46.6% | $5,287-50.8% |
| Admin fee / account holder | $869 | $15,560-94.4% | $13,028-93.3% | $10,133-91.4% |