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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 | $29,623 | $177,595-83.3% | $148,496-80.1% | $198,609-85.1% |
| Participation rate | 82.4% | 79.3%+3.1pp | 76.0%+6.3pp | 82.4%0pp |
| Annual return | 9.84% | 9.97%-0.1pp | 12.33%-2.5pp | 202.70%-192.9pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $312 | $27,010-98.8% | $19,547-98.4% | $19,030-98.4% |