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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 | $83,340 | $209,336-60.2% | $197,124-57.7% | $137,256-39.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.48% | 48.09%-38.6pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $20,681 | $6,591+213.8% | $6,227+232.1% | $4,156+397.6% |
| Participant deferral / active EE | $30,004 | $9,614+212.1% | $9,135+228.5% | $6,407+368.3% |
| Admin fee / account holder | $1,487 | $17,308-91.4% | $16,298-90.9% | $12,270-87.9% |