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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 | $58,206 | $110,410-47.3% | $102,437-43.2% | $145,897-60.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 13.03% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,281 | $4,217-45.9% | $3,871-41.1% | $4,663-51.1% |
| Participant deferral / active EE | $9,716 | $5,622+72.8% | $5,060+92.0% | $6,689+45.2% |
| Admin fee / account holder | $12,655 | $9,745+29.9% | $8,388+50.9% | $13,390-5.5% |