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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 | $151,136 | $183,516-17.6% | $155,534-2.8% | $145,884+3.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.17% | 61.43%-53.3pp | 64.92%-56.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $9,211 | $5,315+73.3% | $4,675+97.0% | $4,662+97.6% |
| Participant deferral / active EE | $42,845 | $6,467+562.6% | $5,630+661.0% | $6,690+540.5% |
| Admin fee / account holder | $438 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |