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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 | $10,083 | $138,114-92.7% | $125,391-92.0% | $134,545-92.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.63% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $12,030 | $5,246+129.3% | $4,816+149.8% | $4,742+153.7% |
| Participant deferral / active EE | $4,929 | $7,801-36.8% | $7,448-33.8% | $6,401-23.0% |
| Admin fee / account holder | $3,209 | $11,570-72.3% | $10,009-67.9% | $11,431-71.9% |