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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,027 | $159,934+64.5% | $147,005+78.9% | $145,959+80.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -5.88% | 98.24%-104.1pp | 418.76%-424.6pp | 561.95%-567.8pp |
| Employer contribution / active EE | $19,834 | $5,287+275.1% | $4,934+302.0% | $4,661+325.5% |
| Participant deferral / active EE | $30,500 | $8,427+261.9% | $8,070+278.0% | $6,689+356.0% |
| Admin fee / account holder | $31,181 | $15,053+107.1% | $13,006+139.7% | $13,398+132.7% |