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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 | $33,619 | $70,684-52.4% | $169,397-80.2% | $75,177-55.3% |
| Participation rate | 85.2% | 64.8%+20.4pp | 77.2%+8.0pp | 67.2%+18.0pp |
| Annual return | 4.31% | 36.38%-32.1pp | 406.23%-401.9pp | 160.75%-156.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $4,310-100.0% | $6,223-100.0% | $4,126-100.0% |
| Admin fee / account holder | $797 | $5,404-85.3% | $9,017-91.2% | $5,651-85.9% |