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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 | $7,502 | $100,901-92.6% | $75,501-90.1% | $147,586-94.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 67.66% | 35.78%+31.9pp | 27.35%+40.3pp | 578.59%-510.9pp |
| Employer contribution / active EE | $28,508 | $3,253+776.2% | $2,352+1112.2% | $4,876+484.6% |
| Participant deferral / active EE | $69,813 | $4,027+1633.5% | $3,142+2121.7% | $5,439+1183.6% |
| Admin fee / account holder | $691 | $11,285-93.9% | $5,801-88.1% | $10,886-93.6% |