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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 | $153,586 | $124,351+23.5% | $109,188+40.7% | $167,553-8.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.13% | 26.04%-11.9pp | 25.76%-11.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $11,607 | $4,210+175.7% | $3,723+211.7% | $4,840+139.8% |
| Participant deferral / active EE | $22,786 | $5,257+333.5% | $4,654+389.6% | $6,343+259.2% |
| Admin fee / account holder | $4,603 | $7,975-42.3% | $6,755-31.9% | $12,316-62.6% |