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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 | $109,968 | $117,433-6.4% | $99,475+10.5% | $152,897-28.1% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.5%+5.0pp |
| Annual return | 5.30% | 31.87%-26.6pp | 30.72%-25.4pp | 345.43%-340.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,087 | $7,634-59.6% | $6,252-50.6% | $11,599-73.4% |