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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 | $88,837 | $172,111-48.4% | $150,298-40.9% | $137,256-35.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.59% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.8pp |
| Employer contribution / active EE | $8,800 | $4,636+89.8% | $4,154+111.8% | $4,156+111.7% |
| Participant deferral / active EE | $18,672 | $6,166+202.8% | $5,453+242.4% | $6,407+191.4% |
| Admin fee / account holder | $576 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |