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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 | $9,978 | $150,447-93.4% | $136,298-92.7% | $147,586-93.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.81% | 1049.15%-1040.3pp | 5156.27%-5147.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $5,280 | $5,256+0.5% | $4,696+12.5% | $4,876+8.3% |
| Participant deferral / active EE | $10,167 | $6,631+53.3% | $6,247+62.7% | $5,439+86.9% |
| Admin fee / account holder | $6,492 | $10,906-40.5% | $9,244-29.8% | $10,886-40.4% |