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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 | $2,737 | $107,941-97.5% | $91,994-97.0% | $152,909-98.2% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 21.65% | 89.28%-67.6pp | 69.04%-47.4pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,005 | $6,366-68.5% | $5,924-66.2% | $5,851-65.7% |
| Admin fee / account holder | $371 | $10,521-96.5% | $7,744-95.2% | $11,601-96.8% |