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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 | $156,398-26.0% | $147,318-21.5% | $138,895-16.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 33.89% | 78.75%-44.9pp | 70.43%-36.5pp | 145.39%-111.5pp |
| Employer contribution / active EE | $9,557 | $4,853+96.9% | $4,593+108.1% | $4,194+127.9% |
| Participant deferral / active EE | $22,870 | $8,237+177.6% | $7,906+189.3% | $6,396+257.6% |
| Admin fee / account holder | $9,923 | $14,976-33.7% | $13,708-27.6% | $12,562-21.0% |