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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 | $154,228-73.6% | $145,433-72.0% | $137,256-70.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.09% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $13,381 | $4,804+178.5% | $4,554+193.8% | $4,156+222.0% |
| Participant deferral / active EE | $33,930 | $8,216+313.0% | $7,897+329.6% | $6,407+429.6% |
| Admin fee / account holder | $29,366 | $14,344+104.7% | $13,129+123.7% | $12,270+139.3% |