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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 | $172,752 | $175,259-1.4% | $149,723+15.4% | $139,487+23.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.08% | 166.82%-154.7pp | 134.50%-122.4pp | 373.84%-361.8pp |
| Employer contribution / active EE | $6,938 | $5,478+26.6% | $4,821+43.9% | $4,755+45.9% |
| Participant deferral / active EE | $12,590 | $6,522+93.1% | $5,682+121.6% | $6,713+87.6% |
| Admin fee / account holder | $6,872 | $16,158-57.5% | $13,215-48.0% | $11,407-39.8% |