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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 | $169,151 | $183,516-7.8% | $155,534+8.8% | $145,884+15.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.74% | 61.43%-54.7pp | 64.92%-58.2pp | 551.85%-545.1pp |
| Employer contribution / active EE | $32,266 | $5,315+507.1% | $4,675+590.2% | $4,662+592.1% |
| Participant deferral / active EE | $29,204 | $6,467+351.6% | $5,630+418.7% | $6,690+336.5% |
| Admin fee / account holder | $2,347 | $19,293-87.8% | $15,900-85.2% | $13,392-82.5% |