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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 | $97,703 | $209,428-53.3% | $178,498-45.3% | $158,950-38.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.22% | 188.78%-183.6pp | 151.09%-145.9pp | 302.91%-297.7pp |
| Employer contribution / active EE | $37,089 | $5,707+549.9% | $5,011+640.1% | $4,762+678.9% |
| Participant deferral / active EE | $14,392 | $5,955+141.7% | $5,202+176.7% | $5,983+140.6% |
| Admin fee / account holder | $24,480 | $17,077+43.3% | $13,985+75.0% | $11,248+117.6% |