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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 | $117,276 | $185,312-36.7% | $161,489-27.4% | $154,746-24.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.25% | 103.84%-94.6pp | 89.72%-80.5pp | 172.34%-163.1pp |
| Employer contribution / active EE | $40,856 | $4,769+756.7% | $4,268+857.2% | $4,379+833.0% |
| Participant deferral / active EE | $19,191 | $6,350+202.2% | $5,630+240.9% | $6,730+185.1% |
| Admin fee / account holder | $2,889 | $18,654-84.5% | $16,006-82.0% | $14,365-79.9% |