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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 | $9,665 | $138,102-93.0% | $125,381-92.3% | $134,532-92.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.14% | 750.73%-770.9pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $11,286 | $5,245+115.2% | $4,815+134.4% | $4,741+138.1% |
| Participant deferral / active EE | $21,832 | $7,801+179.9% | $7,448+193.1% | $6,401+241.1% |
| Admin fee / account holder | $1,442 | $11,568-87.5% | $10,007-85.6% | $11,429-87.4% |