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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 | $66,895 | $105,864-36.8% | $90,162-25.8% | $147,585-54.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.32% | 37.63%-25.3pp | 34.88%-22.6pp | 578.57%-566.2pp |
| Employer contribution / active EE | $3,933 | $4,126-4.7% | $3,318+18.5% | $4,876-19.4% |
| Participant deferral / active EE | $2,809 | $5,733-51.0% | $5,287-46.9% | $5,439-48.4% |
| Admin fee / account holder | $2,869 | $8,046-64.3% | $5,943-51.7% | $10,885-73.6% |