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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 | $22,897 | $149,040-84.6% | $120,225-81.0% | $137,256-83.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.89% | 605.68%-596.8pp | 439.23%-430.3pp | 220.34%-211.4pp |
| Employer contribution / active EE | $56 | $4,350-98.7% | $3,475-98.4% | $4,156-98.7% |
| Participant deferral / active EE | $2,193 | $4,655-52.9% | $3,999-45.2% | $6,407-65.8% |
| Admin fee / account holder | $1,141 | $6,348-82.0% | $5,696-80.0% | $12,270-90.7% |