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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 | $26,252 | $148,582-82.3% | $135,942-80.7% | $139,456-81.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.78% | 79.26%-68.5pp | 68.28%-57.5pp | 373.45%-362.7pp |
| Employer contribution / active EE | $9,022 | $5,245+72.0% | $4,858+85.7% | $4,753+89.8% |
| Participant deferral / active EE | $20,548 | $8,101+153.6% | $7,759+164.8% | $6,711+206.2% |
| Admin fee / account holder | $6,247 | $12,402-49.6% | $10,764-42.0% | $11,407-45.2% |