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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 | $174,379+24.6% | $152,093+42.9% | $138,895+56.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.25% | 74.86%-64.6pp | 66.36%-56.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $6,468 | $4,652+39.0% | $4,175+54.9% | $4,194+54.2% |
| Participant deferral / active EE | $35,959 | $6,159+483.8% | $5,451+559.6% | $6,396+462.2% |
| Admin fee / account holder | $947 | $16,880-94.4% | $14,497-93.5% | $12,562-92.5% |