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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 | $73,087 | $72,071+1.4% | $68,368+6.9% | $137,256-46.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.53% | 353.14%-341.6pp | 292.57%-281.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $5,614 | $2,788+101.4% | $2,649+111.9% | $4,156+35.1% |
| Participant deferral / active EE | $7,691 | $4,410+74.4% | $4,123+86.5% | $6,407+20.0% |
| Admin fee / account holder | $16,037 | $5,336+200.6% | $5,150+211.4% | $12,270+30.7% |