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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 | $115,498 | $52,279+120.9% | $89,414+29.2% | $79,852+44.6% |
| Participation rate | 83.9% | 57.5%+26.3pp | 68.0%+15.9pp | 69.6%+14.2pp |
| Annual return | 11.42% | 22.16%-10.7pp | 245.50%-234.1pp | 31.72%-20.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,880 | $3,356+75.2% | $4,883+20.4% | $5,306+10.8% |