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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 | $69,925 | $129,737-46.1% | $119,126-41.3% | $154,746-54.8% |
| Participation rate | 76.9% | 78.9%-1.9pp | 75.8%+1.2pp | 80.7%-3.8pp |
| Annual return | 18.65% | 379.08%-360.4pp | 282.11%-263.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $18,071 | $4,375+313.1% | $4,034+348.0% | $4,379+312.7% |
| Participant deferral / active EE | $10,870 | $5,842+86.1% | $5,318+104.4% | $6,730+61.5% |
| Admin fee / account holder | $5,207 | $11,961-56.5% | $10,693-51.3% | $14,365-63.8% |