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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 | $91,549 | $88,672+3.2% | $105,223-13.0% | $82,448+11.0% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 12.03% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $882 | $7,146-87.7% | $8,859-90.0% | $7,234-87.8% |