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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,798 | $144,130-82.1% | $117,861-78.1% | $147,586-82.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.00% | 531.20%-523.2pp | 335.11%-327.1pp | 578.59%-570.6pp |
| Employer contribution / active EE | $1,555 | $4,897-68.2% | $3,786-58.9% | $4,876-68.1% |
| Participant deferral / active EE | $21,653 | $5,316+307.3% | $4,482+383.1% | $5,439+298.1% |
| Admin fee / account holder | $709 | $10,887-93.5% | $8,021-91.2% | $10,886-93.5% |