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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 | $54,606 | $185,312-70.5% | $161,489-66.2% | $154,746-64.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.88% | 103.84%-94.0pp | 89.72%-79.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $22,177 | $4,769+365.0% | $4,268+419.6% | $4,379+406.4% |
| Participant deferral / active EE | $27,561 | $6,350+334.1% | $5,630+389.6% | $6,730+309.5% |
| Admin fee / account holder | $28,366 | $18,654+52.1% | $16,006+77.2% | $14,365+97.5% |