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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 | $111,535-37.3% | $105,223-33.5% | $137,256-49.1% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 18.65% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $18,071 | $3,939+358.7% | $3,689+389.9% | $4,156+334.8% |
| Participant deferral / active EE | $10,870 | $5,500+97.6% | $5,072+114.3% | $6,407+69.7% |
| Admin fee / account holder | $5,207 | $9,721-46.4% | $8,859-41.2% | $12,270-57.6% |