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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 | $17,720 | $162,136-89.1% | $152,301-88.4% | $154,746-88.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.59% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $3,436 | $4,890-29.7% | $4,624-25.7% | $4,379-21.5% |
| Participant deferral / active EE | $9,887 | $8,341+18.5% | $8,004+23.5% | $6,730+46.9% |
| Admin fee / account holder | $874 | $15,759-94.5% | $14,398-93.9% | $14,365-93.9% |