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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 | $25,430 | $172,111-85.2% | $150,298-83.1% | $137,256-81.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.35% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $5,782 | $4,636+24.7% | $4,154+39.2% | $4,156+39.1% |
| Participant deferral / active EE | $10,245 | $6,166+66.2% | $5,453+87.9% | $6,407+59.9% |
| Admin fee / account holder | $5,331 | $16,471-67.6% | $14,116-62.2% | $12,270-56.6% |