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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 | $22,708 | $107,941-79.0% | $91,994-75.3% | $152,909-85.1% |
| Participation rate | 81.3% | 81.2%+0.1pp | 78.6%+2.6pp | 82.5%-1.2pp |
| Annual return | -0.19% | 89.28%-89.5pp | 69.04%-69.2pp | 345.46%-345.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,875 | $10,521-72.7% | $7,744-62.9% | $11,601-75.2% |