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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 | $20,268 | $129,737-84.4% | $119,126-83.0% | $154,746-86.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 4.70% | 379.08%-374.4pp | 282.11%-277.4pp | 172.34%-167.6pp |
| Employer contribution / active EE | $1,945 | $4,375-55.5% | $4,034-51.8% | $4,379-55.6% |
| Participant deferral / active EE | $6,190 | $5,842+6.0% | $5,318+16.4% | $6,730-8.0% |
| Admin fee / account holder | $62,690 | $11,961+424.1% | $10,693+486.3% | $14,365+336.4% |