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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 | $88,192 | $154,228-42.8% | $145,433-39.4% | $137,256-35.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.07% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $10,514 | $4,804+118.8% | $4,554+130.8% | $4,156+153.0% |
| Participant deferral / active EE | $14,263 | $8,216+73.6% | $7,897+80.6% | $6,407+122.6% |
| Admin fee / account holder | $686 | $14,344-95.2% | $13,129-94.8% | $12,270-94.4% |