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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 | $117,394 | $69,590+68.7% | $136,867-14.2% | $94,015+24.9% |
| Participation rate | 80.5% | 66.3%+14.2pp | 74.5%+5.9pp | 70.8%+9.7pp |
| Annual return | 7.70% | 19.62%-11.9pp | 42.97%-35.3pp | 17.84%-10.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,160 | $8,912-87.0% | $10,340-88.8% | $8,951-87.0% |