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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 | $164,849 | $162,136+1.7% | $152,301+8.2% | $154,746+6.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.75% | 91.02%-85.3pp | 80.50%-74.8pp | 172.34%-166.6pp |
| Employer contribution / active EE | $25,141 | $4,890+414.1% | $4,624+443.7% | $4,379+474.1% |
| Participant deferral / active EE | $36,799 | $8,341+341.2% | $8,004+359.8% | $6,730+446.8% |
| Admin fee / account holder | $7,175 | $15,759-54.5% | $14,398-50.2% | $14,365-50.1% |