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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 | $18,126 | $162,136-88.8% | $152,301-88.1% | $154,746-88.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.38% | 91.02%-81.6pp | 80.50%-71.1pp | 172.34%-163.0pp |
| Employer contribution / active EE | $2,389 | $4,890-51.2% | $4,624-48.3% | $4,379-45.5% |
| Participant deferral / active EE | $9,292 | $8,341+11.4% | $8,004+16.1% | $6,730+38.1% |
| Admin fee / account holder | $811 | $15,759-94.9% | $14,398-94.4% | $14,365-94.4% |