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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 | $23,793 | $217,432-89.1% | $185,851-87.2% | $167,553-85.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.20% | 148.43%-139.2pp | 122.11%-112.9pp | 478.89%-469.7pp |
| Employer contribution / active EE | $5,174 | $5,874-11.9% | $5,168+0.1% | $4,840+6.9% |
| Participant deferral / active EE | $4,779 | $6,357-24.8% | $5,569-14.2% | $6,343-24.6% |
| Admin fee / account holder | $898 | $19,820-95.5% | $16,245-94.5% | $12,316-92.7% |