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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 | $52,571 | $171,867-69.4% | $149,721-64.9% | $147,586-64.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.26% | 2113.36%-2106.1pp | 1501.67%-1494.4pp | 578.59%-571.3pp |
| Employer contribution / active EE | $50,873 | $6,275+710.8% | $5,444+834.4% | $4,876+943.3% |
| Participant deferral / active EE | $55,721 | $7,270+666.4% | $6,568+748.3% | $5,439+924.5% |
| Admin fee / account holder | $5,090 | $13,799-63.1% | $11,282-54.9% | $10,886-53.2% |