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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 | $183,952 | $106,894+72.1% | $84,016+118.9% | $152,870+20.3% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.4%+11.3pp |
| Annual return | -4.43% | 104.99%-109.4pp | 71.31%-75.7pp | 345.34%-349.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $10,696 | $8,286+29.1% | $6,101+75.3% | $11,597-7.8% |