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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 | $40,967 | $138,078-70.3% | $125,363-67.3% | $134,509-69.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.44% | 750.49%-776.9pp | 572.15%-598.6pp | 418.13%-444.6pp |
| Employer contribution / active EE | $4,992 | $5,245-4.8% | $4,815+3.7% | $4,741+5.3% |
| Participant deferral / active EE | $19,500 | $7,800+150.0% | $7,447+161.8% | $6,400+204.7% |
| Admin fee / account holder | $1,646 | $11,566-85.8% | $10,005-83.5% | $11,427-85.6% |