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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 | $10,134 | $166,268-93.9% | $165,100-93.9% | $145,897-93.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.90% | 100.52%-87.6pp | 70.21%-57.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $5,910 | $5,284+11.8% | $4,348+35.9% | $4,663+26.7% |
| Participant deferral / active EE | $2,731 | $6,964-60.8% | $6,035-54.7% | $6,689-59.2% |
| Admin fee / account holder | $867 | $16,659-94.8% | $12,696-93.2% | $13,390-93.5% |