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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $927,765 | $358,152+159.0% | $345,870+168.2% | $461,066+101.2% |
| Participation rate | 100.0% | 90.7%+9.3pp | 91.2%+8.8pp | 87.7%+12.3pp |
| Annual return | 9.32% | -10.67%+20.0pp | -10.24%+19.6pp | 484.84%-475.5pp |
| Employer contribution / active EE | $0 | $6,073-100.0% | $5,845-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $2,984-100.0% | $6,032-100.0% |
| Admin fee / account holder | $12,521 | $35,126-64.4% | $33,207-62.3% | $28,147-55.5% |