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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 | $204,010 | $148,582+37.3% | $135,942+50.1% | $139,456+46.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.78% | 79.26%-67.5pp | 68.28%-56.5pp | 373.45%-361.7pp |
| Employer contribution / active EE | $5,955 | $5,245+13.5% | $4,858+22.6% | $4,753+25.3% |
| Participant deferral / active EE | $11,000 | $8,101+35.8% | $7,759+41.8% | $6,711+63.9% |
| Admin fee / account holder | $2,567 | $12,402-79.3% | $10,764-76.2% | $11,407-77.5% |