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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 | $4,719 | $97,289-95.1% | $92,805-94.9% | $155,188-97.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 33.23% | 29.03%+4.2pp | 31.59%+1.6pp | 148.84%-115.6pp |
| Employer contribution / active EE | $858 | $3,632-76.4% | $3,424-74.9% | $4,248-79.8% |
| Participant deferral / active EE | $3,953 | $8,795-55.1% | $8,448-53.2% | $6,531-39.5% |
| Admin fee / account holder | $540 | $12,015-95.5% | $10,911-95.0% | $14,480-96.3% |