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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 | $38,742 | $167,362-76.9% | $143,799-73.1% | $134,532-71.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -25.53% | 0.47%-26.0pp | -0.04%-25.5pp | 418.27%-443.8pp |
| Employer contribution / active EE | $7,631 | $5,620+35.8% | $4,952+54.1% | $4,741+60.9% |
| Participant deferral / active EE | $7,501 | $6,447+16.3% | $5,638+33.0% | $6,401+17.2% |
| Admin fee / account holder | $619 | $18,094-96.6% | $14,677-95.8% | $11,429-94.6% |