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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 | $23,066 | $180,459-87.2% | $154,108-85.0% | $135,380-83.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.01% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $11,682 | $6,035+93.6% | $5,298+120.5% | $4,779+144.4% |
| Participant deferral / active EE | $13,203 | $5,806+127.4% | $5,081+159.9% | $5,609+135.4% |
| Admin fee / account holder | $1,204 | $16,145-92.5% | $13,411-91.0% | $10,828-88.9% |