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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 | $87,123 | $126,661-31.2% | $113,397-23.2% | $138,895-37.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 14.79% | 25.05%-10.3pp | 23.20%-8.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $41,879 | $3,456+1111.7% | $2,977+1306.7% | $4,194+898.5% |
| Participant deferral / active EE | $22,896 | $5,693+302.2% | $5,076+351.0% | $6,396+258.0% |
| Admin fee / account holder | $1,450 | $14,549-90.0% | $11,957-87.9% | $12,562-88.5% |