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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 | $55,944 | $102,938-45.7% | $94,105-40.6% | $138,895-59.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 8.42% | 250.28%-241.9pp | 204.55%-196.1pp | 145.39%-137.0pp |
| Employer contribution / active EE | $4,227 | $2,732+54.7% | $2,504+68.8% | $4,194+0.8% |
| Participant deferral / active EE | $14,931 | $4,196+255.8% | $3,881+284.7% | $6,396+133.4% |
| Admin fee / account holder | $16,759 | $6,600+153.9% | $6,199+170.3% | $12,562+33.4% |