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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 | $22,926 | $88,778-74.2% | $81,844-72.0% | $145,884-84.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.97% | 1033.03%-1028.1pp | 778.87%-773.9pp | 551.85%-546.9pp |
| Employer contribution / active EE | $8,916 | $3,087+188.8% | $2,916+205.7% | $4,662+91.2% |
| Participant deferral / active EE | $30,745 | $4,648+561.4% | $4,323+611.1% | $6,690+359.6% |
| Admin fee / account holder | $421 | $8,430-95.0% | $7,355-94.3% | $13,392-96.9% |