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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 | $33,542 | $63,346-47.0% | $92,240-63.6% | $70,126-52.2% |
| Participation rate | 94.6% | 68.7%+25.9pp | 76.5%+18.1pp | 69.5%+25.1pp |
| Annual return | 2.74% | 530.19%-527.4pp | 176.29%-173.5pp | 73.15%-70.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,465 | $3,841-61.8% | $5,194-71.8% | $4,645-68.5% |