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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 | $12,609 | $178,174-92.9% | $156,181-91.9% | $137,256-90.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.83% | 84.19%-62.4pp | 64.87%-43.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $9,822 | $4,972+97.6% | $4,294+128.7% | $4,156+136.3% |
| Participant deferral / active EE | $19,067 | $6,888+176.8% | $6,132+210.9% | $6,407+197.6% |
| Admin fee / account holder | $1,375 | $17,404-92.1% | $14,586-90.6% | $12,270-88.8% |