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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 | $55,434 | $138,114-59.9% | $125,391-55.8% | $134,545-58.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.98% | 750.88%-775.9pp | 572.41%-597.4pp | 418.37%-443.3pp |
| Employer contribution / active EE | $21,923 | $5,246+317.9% | $4,816+355.2% | $4,742+362.4% |
| Participant deferral / active EE | $25,577 | $7,801+227.9% | $7,448+243.4% | $6,401+299.6% |
| Admin fee / account holder | $4,140 | $11,570-64.2% | $10,009-58.6% | $11,431-63.8% |