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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 | $116,703 | $162,136-28.0% | $152,301-23.4% | $154,746-24.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.56% | 91.02%-76.5pp | 80.50%-65.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $22,353 | $4,890+357.1% | $4,624+383.4% | $4,379+410.4% |
| Participant deferral / active EE | $76,250 | $8,341+814.2% | $8,004+852.7% | $6,730+1032.9% |
| Admin fee / account holder | $10,324 | $15,759-34.5% | $14,398-28.3% | $14,365-28.1% |