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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 | $172,062 | $110,410+55.8% | $102,437+68.0% | $145,897+17.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.72% | 24.85%-20.1pp | 24.95%-20.2pp | 552.29%-547.6pp |
| Employer contribution / active EE | $6,181 | $4,217+46.6% | $3,871+59.7% | $4,663+32.6% |
| Participant deferral / active EE | $22,050 | $5,622+292.2% | $5,060+335.8% | $6,689+229.6% |
| Admin fee / account holder | $27,626 | $9,745+183.5% | $8,388+229.3% | $13,390+106.3% |