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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 | $217,546 | $174,379+24.8% | $152,093+43.0% | $138,895+56.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.22% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $2,331 | $4,652-49.9% | $4,175-44.2% | $4,194-44.4% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $40,920 | $16,880+142.4% | $14,497+182.3% | $12,562+225.7% |