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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 | $132,835 | $154,209-13.9% | $130,062+2.1% | $139,487-4.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.71% | 32.52%-15.8pp | -137.37%+154.1pp | 373.84%-357.1pp |
| Employer contribution / active EE | $16,676 | $5,292+215.1% | $4,322+285.8% | $4,755+250.7% |
| Participant deferral / active EE | $31,461 | $6,709+368.9% | $5,821+440.5% | $6,713+368.7% |
| Admin fee / account holder | $9,995 | $13,988-28.6% | $10,601-5.7% | $11,407-12.4% |