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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 | $62,139 | $109,905-43.5% | $98,506-36.9% | $167,553-62.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.95% | 1960.20%-1951.3pp | 1494.92%-1486.0pp | 478.89%-469.9pp |
| Employer contribution / active EE | $6,649 | $3,226+106.1% | $2,961+124.5% | $4,840+37.4% |
| Participant deferral / active EE | $31,449 | $4,674+572.8% | $4,277+635.3% | $6,343+395.8% |
| Admin fee / account holder | $6,155 | $6,760-8.9% | $5,955+3.4% | $12,316-50.0% |