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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 | $172,111-31.9% | $150,298-22.0% | $137,256-14.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.25% | 69.37%-60.1pp | 62.79%-53.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $40,856 | $4,636+781.2% | $4,154+883.5% | $4,156+883.1% |
| Participant deferral / active EE | $19,191 | $6,166+211.2% | $5,453+251.9% | $6,407+199.5% |
| Admin fee / account holder | $2,889 | $16,471-82.5% | $14,116-79.5% | $12,270-76.5% |