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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 | $44,872 | $165,399-72.9% | $149,745-70.0% | $158,982-71.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.56% | 348.34%-340.8pp | 276.72%-269.2pp | 302.99%-295.4pp |
| Employer contribution / active EE | $21,533 | $5,105+321.8% | $4,646+363.5% | $4,763+352.1% |
| Participant deferral / active EE | $10,225 | $7,183+42.4% | $6,843+49.4% | $5,983+70.9% |
| Admin fee / account holder | $7,038 | $10,811-34.9% | $9,312-24.4% | $11,252-37.4% |