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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 | $159,748 | $176,105-9.3% | $159,474+0.2% | $167,536-4.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.55% | 331.91%-326.4pp | 263.68%-258.1pp | 478.82%-473.3pp |
| Employer contribution / active EE | $20,478 | $5,299+286.5% | $4,831+323.9% | $4,839+323.2% |
| Participant deferral / active EE | $36,870 | $7,751+375.7% | $7,353+401.4% | $6,342+481.3% |
| Admin fee / account holder | $32,758 | $12,559+160.8% | $10,802+203.2% | $12,315+166.0% |