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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 | $16,933 | $196,972-91.4% | $182,262-90.7% | $198,609-91.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.73% | 158.27%-142.5pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $3,996 | $5,364-25.5% | $5,046-20.8% | $5,055-21.0% |
| Participant deferral / active EE | $4,354 | $8,643-49.6% | $8,276-47.4% | $6,977-37.6% |
| Admin fee / account holder | $2,095 | $18,429-88.6% | $16,712-87.5% | $19,030-89.0% |