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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,001 | $88,815-96.6% | $81,882-96.3% | $145,897-97.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -4.22% | 1033.75%-1038.0pp | 779.47%-783.7pp | 552.29%-556.5pp |
| Employer contribution / active EE | $550 | $3,086-82.2% | $2,916-81.1% | $4,663-88.2% |
| Participant deferral / active EE | $825 | $4,647-82.2% | $4,323-80.9% | $6,689-87.7% |
| Admin fee / account holder | $459 | $8,434-94.6% | $7,360-93.8% | $13,390-96.6% |