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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 | $16,033 | $150,447-89.3% | $136,298-88.2% | $147,586-89.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.58% | 1049.15%-1047.6pp | 5156.27%-5154.7pp | 578.59%-577.0pp |
| Employer contribution / active EE | $2,468 | $5,256-53.0% | $4,696-47.4% | $4,876-49.4% |
| Participant deferral / active EE | $2,770 | $6,631-58.2% | $6,247-55.7% | $5,439-49.1% |
| Admin fee / account holder | $4,248 | $10,906-61.1% | $9,244-54.0% | $10,886-61.0% |