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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 | $13,345 | $154,228-91.3% | $145,433-90.8% | $137,256-90.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.51% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $30,647 | $4,804+537.9% | $4,554+572.9% | $4,156+637.4% |
| Participant deferral / active EE | $50,924 | $8,216+519.8% | $7,897+544.8% | $6,407+694.8% |
| Admin fee / account holder | $1,366 | $14,344-90.5% | $13,129-89.6% | $12,270-88.9% |