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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 | $11,368 | $124,425-90.9% | $112,040-89.9% | $137,256-91.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 53.85% | 24.72%+29.1pp | 24.52%+29.3pp | 220.34%-166.5pp |
| Employer contribution / active EE | $13,272 | $3,411+289.0% | $2,954+349.3% | $4,156+219.3% |
| Participant deferral / active EE | $26,713 | $5,718+367.1% | $5,098+424.0% | $6,407+316.9% |
| Admin fee / account holder | $1,981 | $15,207-87.0% | $12,098-83.6% | $12,270-83.9% |