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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 | $39,483 | $117,895-66.5% | $102,460-61.5% | $145,897-72.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.84% | 31.92%-23.1pp | 29.47%-20.6pp | 552.29%-543.5pp |
| Employer contribution / active EE | $16,121 | $3,619+345.5% | $3,025+432.9% | $4,663+245.7% |
| Participant deferral / active EE | $17,295 | $5,736+201.5% | $5,056+242.1% | $6,689+158.5% |
| Admin fee / account holder | $4,385 | $13,353-67.2% | $9,460-53.6% | $13,390-67.3% |