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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 | $13,366 | $106,905-87.5% | $84,020-84.1% | $152,885-91.3% |
| Participation rate | 70.6% | 75.2%-4.7pp | 69.0%+1.6pp | 82.5%-11.9pp |
| Annual return | 15.80% | 105.00%-89.2pp | 71.31%-55.5pp | 345.39%-329.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $668 | $8,287-91.9% | $6,101-89.1% | $11,598-94.2% |