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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 | $9,294 | $148,623-93.7% | $135,974-93.2% | $139,466-93.3% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 13.87% | 79.30%-65.4pp | 68.30%-54.4pp | 373.66%-359.8pp |
| Employer contribution / active EE | $4,988 | $5,246-4.9% | $4,859+2.7% | $4,754+4.9% |
| Participant deferral / active EE | $3,363 | $8,103-58.5% | $7,760-56.7% | $6,712-49.9% |
| Admin fee / account holder | $305 | $12,406-97.5% | $10,767-97.2% | $11,409-97.3% |