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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 | $57,140 | $57,1190% | $85,187-32.9% | $80,935-29.4% |
| Participation rate | 79.4% | 56.4%+23.0pp | 67.5%+11.9pp | 67.7%+11.8pp |
| Annual return | 7.01% | 21.70%-14.7pp | 66.67%-59.7pp | 35.66%-28.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17,267 | $4,990+246.0% | $6,162+180.2% | $6,924+149.4% |