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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 | $10,840 | $156,616-93.1% | $133,346-91.9% | $198,609-94.5% |
| Participation rate | 81.8% | 77.7%+4.1pp | 72.8%+9.0pp | 82.4%-0.6pp |
| Annual return | 17.15% | 44.25%-27.1pp | 36.85%-19.7pp | 202.70%-185.5pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,812 | $17,468-89.6% | $14,264-87.3% | $19,030-90.5% |