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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 | $118,324 | $160,070-26.1% | $147,117-19.6% | $145,897-18.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.45% | 98.69%-82.2pp | 420.54%-404.1pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,062 | $5,285-61.0% | $4,932-58.2% | $4,663-55.8% |
| Participant deferral / active EE | $10,916 | $8,419+29.7% | $8,065+35.4% | $6,689+63.2% |
| Admin fee / account holder | $1,430 | $15,035-90.5% | $12,993-89.0% | $13,390-89.3% |