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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 | $79,426 | $152,542-47.9% | $117,498-32.4% | $134,509-41.0% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -29.93% | 53.02%-82.9pp | 29.75%-59.7pp | 418.13%-448.1pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,537 | $7,006+21.9% | $5,646+51.2% | $11,427-25.3% |