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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 | $12,594 | $125,237-89.9% | $105,608-88.1% | $145,877-91.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.93% | 225.76%-209.8pp | 116.50%-100.6pp | 551.28%-535.4pp |
| Employer contribution / active EE | $26,248 | $3,720+605.5% | $3,167+728.8% | $4,663+462.9% |
| Participant deferral / active EE | $47,284 | $5,711+728.0% | $5,010+843.9% | $6,691+606.7% |
| Admin fee / account holder | $8,525 | $17,287-50.7% | $11,028-22.7% | $13,402-36.4% |