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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 | $5,393 | $211,239-97.4% | $178,528-97.0% | $145,877-96.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 67.94% | 30.22%+37.7pp | 27.11%+40.8pp | 551.28%-483.3pp |
| Employer contribution / active EE | $1,644 | $4,570-64.0% | $3,950-58.4% | $4,663-64.7% |
| Participant deferral / active EE | $1,565 | $6,963-77.5% | $6,278-75.1% | $6,691-76.6% |
| Admin fee / account holder | $406 | $12,095-96.6% | $10,419-96.1% | $13,402-97.0% |