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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $808,271 | $226,918+256.2% | $226,918+256.2% | $418,949+92.9% |
| Participation rate | 100.0% | 21.9%+78.1pp | 19.4%+80.6pp | 35.7%+64.3pp |
| Annual return | 2.73% | 8.21%-5.5pp | 8.54%-5.8pp | 15.19%-12.5pp |
| Employer contribution / active EE | $0 | $27,703-100.0% | $26,203-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $255-100.0% | $449-100.0% | $86-100.0% |
| Admin fee / account holder | $81,470 | $16,566+391.8% | $16,566+391.8% | $50,584+61.1% |