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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 | $115,703 | $154,228-25.0% | $145,433-20.4% | $137,256-15.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 33.89% | 74.59%-40.7pp | 66.58%-32.7pp | 220.34%-186.4pp |
| Employer contribution / active EE | $9,557 | $4,804+98.9% | $4,554+109.8% | $4,156+130.0% |
| Participant deferral / active EE | $22,870 | $8,216+178.3% | $7,897+189.6% | $6,407+257.0% |
| Admin fee / account holder | $9,923 | $14,344-30.8% | $13,129-24.4% | $12,270-19.1% |