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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 | $164,483 | $132,634+24.0% | $115,768+42.1% | $137,256+19.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.06% | 160.70%-151.6pp | 100.46%-91.4pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,116 | $3,360-37.0% | $2,940-28.0% | $4,156-49.1% |
| Participant deferral / active EE | $9,325 | $5,619+66.0% | $4,917+89.6% | $6,407+45.5% |
| Admin fee / account holder | $10,140 | $15,028-32.5% | $12,439-18.5% | $12,270-17.4% |