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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 | $961,694 | $474,312+102.8% | $577,088+66.6% | $428,746+124.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 89.2%+10.8pp | 88.2%+11.8pp |
| Annual return | 3.68% | -9.06%+12.7pp | -8.71%+12.4pp | 331.92%-328.2pp |
| Employer contribution / active EE | $0 | $8,025-100.0% | $7,764-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $3,327-100.0% | $3,454-100.0% | $5,961-100.0% |
| Admin fee / account holder | $40,220 | $32,457+23.9% | $34,566+16.4% | $31,735+26.7% |