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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 | $121,865 | $72,071+69.1% | $68,368+78.3% | $137,256-11.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.99% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $9,563 | $2,788+243.0% | $2,649+261.0% | $4,156+130.1% |
| Participant deferral / active EE | $10,432 | $4,410+136.6% | $4,123+153.0% | $6,407+62.8% |
| Admin fee / account holder | $9,621 | $5,336+80.3% | $5,150+86.8% | $12,270-21.6% |