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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 | $445,561 | $779,308-42.8% | $748,470-40.5% | $349,369+27.5% |
| Participation rate | 100.0% | 27.7%+72.3pp | 21.7%+78.3pp | 44.4%+55.6pp |
| Annual return | 0.18% | -0.99%+1.2pp | 0.46%-0.3pp | -14.65%+14.8pp |
| Employer contribution / active EE | $0 | $40,624-100.0% | $35,480-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $14,465 | $32,803-55.9% | $29,938-51.7% | $14,582-0.8% |