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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 | $5,013 | $110,551-95.5% | $80,741-93.8% | $167,536-97.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.59% | 120.57%-107.0pp | 87.30%-73.7pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,397 | $1,543-9.4% | $1,160+20.4% | $4,839-71.1% |
| Participant deferral / active EE | $8,713 | $2,870+203.6% | $2,145+306.1% | $6,342+37.4% |
| Admin fee / account holder | $695 | $4,547-84.7% | $3,380-79.4% | $12,315-94.4% |