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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 | $12,979 | $183,539-92.9% | $155,556-91.7% | $145,897-91.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.00% | 61.31%-46.3pp | 64.84%-49.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $3,468 | $5,315-34.8% | $4,675-25.8% | $4,663-25.6% |
| Participant deferral / active EE | $4,912 | $6,467-24.0% | $5,631-12.8% | $6,689-26.6% |
| Admin fee / account holder | $1,364 | $19,275-92.9% | $15,885-91.4% | $13,390-89.8% |