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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 | $70,366+73.2% | $66,674+82.8% | $138,895-12.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.99% | 386.41%-373.4pp | 321.24%-308.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $9,563 | $2,765+245.9% | $2,620+265.0% | $4,194+128.0% |
| Participant deferral / active EE | $10,432 | $4,374+138.5% | $4,084+155.4% | $6,396+63.1% |
| Admin fee / account holder | $9,621 | $5,262+82.8% | $5,098+88.7% | $12,562-23.4% |