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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,876 | $117,694-98.4% | $71,755-97.4% | $134,532-98.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -27.19% | 25.33%-52.5pp | 9.09%-36.3pp | 418.27%-445.5pp |
| Employer contribution / active EE | $5,302 | $2,523+110.2% | $1,704+211.2% | $4,741+11.8% |
| Participant deferral / active EE | $10,008 | $3,753+166.6% | $2,656+276.8% | $6,401+56.3% |
| Admin fee / account holder | $500 | $6,374-92.2% | $3,972-87.4% | $11,429-95.6% |