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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 | $207,148 | $202,463+2.3% | $169,397+22.3% | $139,487+48.5% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 8.74% | 532.64%-523.9pp | 406.23%-397.5pp | 373.84%-365.1pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,345 | $10,726-3.6% | $9,017+14.7% | $11,407-9.3% |