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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 | $62,828 | $176,838-64.5% | $146,685-57.2% | $167,518-62.5% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 7.52% | 24.04%-16.5pp | 22.75%-15.2pp | 478.71%-471.2pp |
| Employer contribution / active EE | $12,707 | $5,161+146.2% | $4,137+207.1% | $4,838+162.6% |
| Participant deferral / active EE | $9,610 | $6,441+49.2% | $5,507+74.5% | $6,342+51.5% |
| Admin fee / account holder | $2,570 | $13,262-80.6% | $10,281-75.0% | $12,312-79.1% |