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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 | $71,904 | $201,370-64.3% | $184,256-61.0% | $145,897-50.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.49% | 29.05%-21.6pp | 28.85%-21.4pp | 552.29%-544.8pp |
| Employer contribution / active EE | $123,616 | $7,024+1660.0% | $6,427+1823.3% | $4,663+2551.2% |
| Participant deferral / active EE | $69,194 | $9,808+605.5% | $9,133+657.6% | $6,689+934.4% |
| Admin fee / account holder | $563 | $16,364-96.6% | $13,899-96.0% | $13,390-95.8% |