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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 | $217,305 | $172,111+26.3% | $150,298+44.6% | $137,256+58.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.25% | 69.37%-59.1pp | 62.79%-52.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $6,468 | $4,636+39.5% | $4,154+55.7% | $4,156+55.6% |
| Participant deferral / active EE | $35,959 | $6,166+483.2% | $5,453+559.5% | $6,407+461.3% |
| Admin fee / account holder | $947 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |