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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 | $20,983 | $98,240-78.6% | $82,312-74.5% | $147,586-85.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.63% | 30.85%-7.2pp | 25.88%-2.2pp | 578.59%-555.0pp |
| Employer contribution / active EE | $43,592 | $3,192+1265.8% | $2,428+1695.1% | $4,876+793.9% |
| Participant deferral / active EE | $60,562 | $4,383+1281.7% | $3,706+1534.1% | $5,439+1013.5% |
| Admin fee / account holder | $3,572 | $8,563-58.3% | $5,608-36.3% | $10,886-67.2% |