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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 | $156,348 | $112,935+38.4% | $90,970+71.9% | $158,966-1.6% |
| Participation rate | 88.9% | 74.7%+14.1pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | -0.47% | 215.79%-216.3pp | 134.58%-135.0pp | 302.95%-303.4pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,052 | $8,045-86.9% | $5,960-82.3% | $11,250-90.6% |