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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 | $113,676 | $160,070-29.0% | $147,117-22.7% | $145,897-22.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.18% | 98.69%-90.5pp | 420.54%-412.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $17,105 | $5,285+223.7% | $4,932+246.8% | $4,663+266.9% |
| Participant deferral / active EE | $87,902 | $8,419+944.0% | $8,065+990.0% | $6,689+1214.1% |
| Admin fee / account holder | $1,055 | $15,035-93.0% | $12,993-91.9% | $13,390-92.1% |