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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 | $51,638+127.3% | $68,368+71.7% | $82,448+42.4% |
| Participation rate | 80.5% | 63.6%+16.9pp | 73.8%+6.7pp | 68.1%+12.4pp |
| Annual return | 7.70% | 37.53%-29.8pp | 292.57%-284.9pp | 41.64%-33.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,160 | $4,643-75.0% | $5,150-77.5% | $7,234-84.0% |