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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 | $49,976+134.9% | $66,674+76.1% | $82,637+42.1% |
| Participation rate | 80.5% | 63.1%+17.4pp | 73.7%+6.8pp | 68.1%+12.4pp |
| Annual return | 7.70% | 39.09%-31.4pp | 321.24%-313.5pp | 53.51%-45.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,160 | $4,594-74.7% | $5,098-77.2% | $7,339-84.2% |