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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 | $9,019 | $52,279-82.7% | $89,435-89.9% | $79,856-88.7% |
| Participation rate | 96.9% | 57.5%+39.4pp | 68.0%+28.9pp | 69.6%+27.3pp |
| Annual return | 13.80% | 22.16%-8.4pp | 245.55%-231.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $894 | $3,356-73.4% | $4,884-81.7% | $5,306-83.2% |