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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 | $111,814-47.9% | $103,374-43.7% | $145,959-60.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 13.03% | 24.77%-11.7pp | 24.89%-11.9pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,281 | $4,214-45.9% | $3,869-41.0% | $4,661-51.1% |
| Participant deferral / active EE | $9,716 | $5,618+72.9% | $5,058+92.1% | $6,689+45.3% |
| Admin fee / account holder | $12,655 | $9,754+29.7% | $8,394+50.8% | $13,398-5.5% |