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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 | $183,516+3.1% | $155,534+21.6% | $145,884+29.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.92% | 61.43%-53.5pp | 64.92%-57.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $13,998 | $5,315+163.4% | $4,675+199.4% | $4,662+200.2% |
| Participant deferral / active EE | $20,764 | $6,467+221.1% | $5,630+268.8% | $6,690+210.4% |
| Admin fee / account holder | $1,396 | $19,293-92.8% | $15,900-91.2% | $13,392-89.6% |