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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 | $125,237-51.1% | $105,608-42.1% | $145,877-58.0% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 0.21% | 225.76%-225.6pp | 116.50%-116.3pp | 551.28%-551.1pp |
| Employer contribution / active EE | $12,403 | $3,720+233.4% | $3,167+291.6% | $4,663+166.0% |
| Participant deferral / active EE | $16,609 | $5,711+190.8% | $5,010+231.5% | $6,691+148.2% |
| Admin fee / account holder | $17,662 | $17,287+2.2% | $11,028+60.2% | $13,402+31.8% |