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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 | $60,623 | $48,570+24.8% | $130,660-53.6% | $72,976-16.9% |
| Participation rate | 92.8% | 58.6%+34.2pp | 71.7%+21.0pp | 69.5%+23.3pp |
| Annual return | 4.97% | 38.63%-33.7pp | 1709.29%-1704.3pp | 81.02%-76.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,514 | $3,549+27.2% | $5,463-17.4% | $5,124-11.9% |