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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 | $105,732 | $124,330-15.0% | $109,173-3.2% | $167,536-36.9% |
| Participation rate | 94.4% | 79.5%+15.0pp | 75.9%+18.6pp | 82.1%+12.3pp |
| Annual return | 3.66% | 26.04%-22.4pp | 25.75%-22.1pp | 478.82%-475.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,288 | $7,974+16.5% | $6,755+37.5% | $12,315-24.6% |