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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 | $41,479 | $73,978-43.9% | $96,515-57.0% | $75,173-44.8% |
| Participation rate | 94.1% | 66.4%+27.7pp | 74.3%+19.8pp | 67.2%+26.9pp |
| Annual return | 8.93% | 26.72%-17.8pp | 35.73%-26.8pp | 160.72%-151.8pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $904 | $5,219-82.7% | $6,735-86.6% | $5,651-84.0% |