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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 | $67,722 | $110,337-38.6% | $102,383-33.9% | $145,877-53.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.48% | 24.83%-19.4pp | 24.94%-19.5pp | 551.28%-545.8pp |
| Employer contribution / active EE | $50,589 | $4,216+1099.9% | $3,870+1207.1% | $4,663+984.9% |
| Participant deferral / active EE | $154,025 | $5,621+2640.4% | $5,060+2944.2% | $6,691+2202.1% |
| Admin fee / account holder | $4,849 | $9,750-50.3% | $8,391-42.2% | $13,402-63.8% |