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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 | $7,859 | $100,970-92.2% | $96,576-91.9% | $137,256-94.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 28.37% | 38.16%-9.8pp | 38.47%-10.1pp | 220.34%-192.0pp |
| Employer contribution / active EE | $18,824 | $3,809+394.2% | $3,553+429.8% | $4,156+352.9% |
| Participant deferral / active EE | $27,344 | $8,286+230.0% | $7,956+243.7% | $6,407+326.8% |
| Admin fee / account holder | $1,944 | $11,312-82.8% | $11,381-82.9% | $12,270-84.2% |