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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 | $18,864 | $150,447-87.5% | $136,298-86.2% | $147,586-87.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.44% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.2pp |
| Employer contribution / active EE | $3,778 | $5,256-28.1% | $4,696-19.5% | $4,876-22.5% |
| Participant deferral / active EE | $20,582 | $6,631+210.4% | $6,247+229.5% | $5,439+278.4% |
| Admin fee / account holder | $821 | $10,906-92.5% | $9,244-91.1% | $10,886-92.5% |