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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 | $16,627 | $134,001-87.6% | $112,258-85.2% | $134,509-87.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.80% | 47.15%-68.0pp | 27.47%-48.3pp | 418.13%-438.9pp |
| Employer contribution / active EE | $24,389 | $4,039+503.8% | $3,636+570.8% | $4,741+414.5% |
| Participant deferral / active EE | $48,778 | $5,291+821.9% | $4,728+931.6% | $6,400+662.1% |
| Admin fee / account holder | $412 | $7,491-94.5% | $6,411-93.6% | $11,427-96.4% |