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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 | $20,106 | $174,379-88.5% | $152,093-86.8% | $138,895-85.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.94% | 74.86%-65.9pp | 66.36%-57.4pp | 145.39%-136.5pp |
| Employer contribution / active EE | $3,182 | $4,652-31.6% | $4,175-23.8% | $4,194-24.1% |
| Participant deferral / active EE | $4,467 | $6,159-27.5% | $5,451-18.1% | $6,396-30.2% |
| Admin fee / account holder | $1,045 | $16,880-93.8% | $14,497-92.8% | $12,562-91.7% |