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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,519 | $157,829-36.9% | $136,867-27.3% | $198,609-49.9% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 15.80% | 51.25%-35.4pp | 42.97%-27.2pp | 202.70%-186.9pp |
| Employer contribution / active EE | $5,530 | $3,923+41.0% | $3,547+55.9% | $5,055+9.4% |
| Participant deferral / active EE | $14,019 | $5,463+156.6% | $4,924+184.7% | $6,977+100.9% |
| Admin fee / account holder | $1,206 | $11,107-89.1% | $10,340-88.3% | $19,030-93.7% |