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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 | $64,584 | $201,344-67.9% | $184,243-64.9% | $145,877-55.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.68% | 29.01%-15.3pp | 28.82%-15.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $7,823 | $7,022+11.4% | $6,427+21.7% | $4,663+67.8% |
| Participant deferral / active EE | $11,577 | $9,807+18.0% | $9,132+26.8% | $6,691+73.0% |
| Admin fee / account holder | $7,851 | $16,382-52.1% | $13,914-43.6% | $13,402-41.4% |