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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 | $61,196 | $125,190-51.1% | $105,624-42.1% | $145,897-58.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 0.21% | 225.22%-225.0pp | 116.20%-116.0pp | 552.29%-552.1pp |
| Employer contribution / active EE | $12,403 | $3,720+233.4% | $3,168+291.6% | $4,663+166.0% |
| Participant deferral / active EE | $16,609 | $5,716+190.6% | $5,013+231.3% | $6,689+148.3% |
| Admin fee / account holder | $17,662 | $17,138+3.1% | $10,961+61.1% | $13,390+31.9% |