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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 | $189,126 | $183,592+3.0% | $155,574+21.6% | $145,877+29.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.92% | 61.37%-53.4pp | 64.87%-56.9pp | 551.28%-543.4pp |
| Employer contribution / active EE | $13,998 | $5,317+163.3% | $4,676+199.4% | $4,663+200.2% |
| Participant deferral / active EE | $20,764 | $6,466+221.1% | $5,629+268.8% | $6,691+210.3% |
| Admin fee / account holder | $1,396 | $19,316-92.8% | $15,914-91.2% | $13,402-89.6% |