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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 | $36,378 | $175,257-79.2% | $149,717-75.7% | $139,456-73.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.24% | 166.70%-158.5pp | 134.41%-126.2pp | 373.45%-365.2pp |
| Employer contribution / active EE | $29,797 | $5,477+444.1% | $4,820+518.2% | $4,753+526.9% |
| Participant deferral / active EE | $24,695 | $6,521+278.7% | $5,682+334.6% | $6,711+267.9% |
| Admin fee / account holder | $2,493 | $16,156-84.6% | $13,213-81.1% | $11,407-78.1% |