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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 | $23,539 | $167,352-85.9% | $143,788-83.6% | $134,509-82.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -21.00% | 0.47%-21.5pp | -0.03%-21.0pp | 418.13%-439.1pp |
| Employer contribution / active EE | $3,151 | $5,620-43.9% | $4,952-36.4% | $4,741-33.5% |
| Participant deferral / active EE | $5,872 | $6,447-8.9% | $5,638+4.2% | $6,400-8.3% |
| Admin fee / account holder | $1,202 | $18,091-93.4% | $14,675-91.8% | $11,427-89.5% |