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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 | $20,106 | $227,399-91.2% | $189,758-89.4% | $198,609-89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.94% | 61.03%-52.1pp | 52.62%-43.7pp | 202.70%-193.8pp |
| Employer contribution / active EE | $3,182 | $5,526-42.4% | $4,767-33.2% | $5,055-37.0% |
| Participant deferral / active EE | $4,467 | $6,837-34.7% | $5,856-23.7% | $6,977-36.0% |
| Admin fee / account holder | $1,045 | $25,162-95.8% | $20,388-94.9% | $19,030-94.5% |