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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 | $61,125+92.1% | $94,057+24.8% | $87,485+34.2% |
| Participation rate | 80.5% | 64.1%+16.4pp | 73.3%+7.1pp | 68.9%+11.6pp |
| Annual return | 7.70% | 35.20%-27.5pp | 480.62%-472.9pp | 26.06%-18.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,160 | $5,629-79.4% | $7,244-84.0% | $7,775-85.1% |