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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 | $171,540 | $97,125+76.6% | $86,233+98.9% | $137,256+25.0% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.0%+23.3pp | 80.0%+12.3pp |
| Annual return | 8.72% | 74.19%-65.5pp | 61.39%-52.7pp | 220.34%-211.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,784 | $9,725-71.4% | $8,342-66.6% | $12,270-77.3% |