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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 | $79,559 | $178,174-55.3% | $156,181-49.1% | $137,256-42.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.25% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,322 | $4,972-53.3% | $4,294-45.9% | $4,156-44.1% |
| Participant deferral / active EE | $3,255 | $6,888-52.7% | $6,132-46.9% | $6,407-49.2% |
| Admin fee / account holder | $1,538 | $17,404-91.2% | $14,586-89.5% | $12,270-87.5% |