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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 | $38,236 | $136,860-72.1% | $120,344-68.2% | $154,746-75.3% |
| Participation rate | 82.4% | 79.9%+2.5pp | 76.7%+5.6pp | 80.7%+1.7pp |
| Annual return | 8.63% | 21.38%-12.7pp | 20.30%-11.7pp | 172.34%-163.7pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,666 | $15,393-37.2% | $12,742-24.1% | $14,365-32.7% |