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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 | $40,761 | $156,398-73.9% | $147,318-72.3% | $138,895-70.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.09% | 78.75%-68.7pp | 70.43%-60.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $13,381 | $4,853+175.7% | $4,593+191.3% | $4,194+219.0% |
| Participant deferral / active EE | $33,930 | $8,237+311.9% | $7,906+329.1% | $6,396+430.5% |
| Admin fee / account holder | $29,366 | $14,976+96.1% | $13,708+114.2% | $12,562+133.8% |