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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 | $108,998 | $53,127+105.2% | $86,587+25.9% | $70,131+55.4% |
| Participation rate | 73.8% | 65.3%+8.5pp | 73.5%+0.3pp | 69.5%+4.3pp |
| Annual return | 8.93% | 27.66%-18.7pp | 964.86%-955.9pp | 73.14%-64.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,114 | $3,585+42.6% | $4,906+4.2% | $4,645+10.1% |