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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 | $21,238 | $167,362-87.3% | $143,799-85.2% | $134,532-84.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.69% | 0.47%-27.2pp | -0.04%-26.6pp | 418.27%-445.0pp |
| Employer contribution / active EE | $36,277 | $5,620+545.4% | $4,952+632.6% | $4,741+665.2% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,401+321.8% |
| Admin fee / account holder | $1,179 | $18,094-93.5% | $14,677-92.0% | $11,429-89.7% |