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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 | $70,182 | $72,426-3.1% | $67,560+3.9% | $145,897-51.9% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 2.52% | 7226.78%-7224.3pp | 3533.50%-3531.0pp | 552.29%-549.8pp |
| Employer contribution / active EE | $5,434 | $3,074+76.8% | $2,737+98.6% | $4,663+16.5% |
| Participant deferral / active EE | $11,013 | $4,785+130.1% | $4,004+175.0% | $6,689+64.6% |
| Admin fee / account holder | $7,511 | $5,514+36.2% | $3,994+88.1% | $13,390-43.9% |