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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 | $21,152 | $100,970-79.1% | $96,576-78.1% | $137,256-84.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 1.72% | 38.16%-36.4pp | 38.47%-36.7pp | 220.34%-218.6pp |
| Employer contribution / active EE | $8,527 | $3,809+123.9% | $3,553+140.0% | $4,156+105.2% |
| Participant deferral / active EE | $3,378 | $8,286-59.2% | $7,956-57.5% | $6,407-47.3% |
| Admin fee / account holder | $9,321 | $11,312-17.6% | $11,381-18.1% | $12,270-24.0% |