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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 | $32,687 | $148,623-78.0% | $135,974-76.0% | $139,466-76.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.58% | 79.30%-68.7pp | 68.30%-57.7pp | 373.66%-363.1pp |
| Employer contribution / active EE | $3,322 | $5,246-36.7% | $4,859-31.6% | $4,754-30.1% |
| Participant deferral / active EE | $13,077 | $8,103+61.4% | $7,760+68.5% | $6,712+94.8% |
| Admin fee / account holder | $4,431 | $12,406-64.3% | $10,767-58.8% | $11,409-61.2% |