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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 | $7,716 | $160,028-95.2% | $147,080-94.8% | $145,884-94.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.73% | 98.60%-85.9pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $6,908 | $5,286+30.7% | $4,933+40.0% | $4,662+48.2% |
| Participant deferral / active EE | $6,817 | $8,422-19.1% | $8,066-15.5% | $6,690+1.9% |
| Admin fee / account holder | $1,615 | $15,030-89.3% | $12,989-87.6% | $13,392-87.9% |