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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,430 | $202,342-41.5% | $172,752-31.4% | $152,897-22.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.35% | 1029.83%-1020.5pp | 802.97%-793.6pp | 345.43%-336.1pp |
| Employer contribution / active EE | $22,208 | $5,858+279.1% | $5,144+331.7% | $4,764+366.2% |
| Participant deferral / active EE | $26,074 | $5,948+338.3% | $5,198+401.6% | $5,851+345.6% |
| Admin fee / account holder | $14,456 | $17,111-15.5% | $13,955+3.6% | $11,599+24.6% |