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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 | $15,591 | $160,040-90.3% | $147,096-89.4% | $145,877-89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.65% | 98.49%-81.8pp | 419.75%-403.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $3,206 | $5,289-39.4% | $4,936-35.1% | $4,663-31.3% |
| Participant deferral / active EE | $29,581 | $8,429+251.0% | $8,071+266.5% | $6,691+342.1% |
| Admin fee / account holder | $2,931 | $15,050-80.5% | $13,005-77.5% | $13,402-78.1% |