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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 | $5,835 | $172,111-96.6% | $150,298-96.1% | $137,256-95.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 7.67% | 69.37%-61.7pp | 62.79%-55.1pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,051 | $4,636-77.3% | $4,154-74.7% | $4,156-74.7% |
| Participant deferral / active EE | $5,748 | $6,166-6.8% | $5,453+5.4% | $6,407-10.3% |
| Admin fee / account holder | $895 | $16,471-94.6% | $14,116-93.7% | $12,270-92.7% |