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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 | $34,075 | $100,203-66.0% | $85,240-60.0% | $145,897-76.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.47% | 84.28%-77.8pp | 66.75%-60.3pp | 552.29%-545.8pp |
| Employer contribution / active EE | $22,349 | $3,242+589.4% | $2,735+717.1% | $4,663+379.3% |
| Participant deferral / active EE | $79,315 | $5,299+1396.9% | $4,527+1652.0% | $6,689+1085.7% |
| Admin fee / account holder | $14,702 | $7,265+102.4% | $6,165+138.5% | $13,390+9.8% |