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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 | $177,529 | $156,398+13.5% | $147,318+20.5% | $138,895+27.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.88% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $51,972 | $4,853+970.9% | $4,593+1031.6% | $4,194+1139.1% |
| Participant deferral / active EE | $95,587 | $8,237+1060.4% | $7,906+1109.0% | $6,396+1394.4% |
| Admin fee / account holder | $380 | $14,976-97.5% | $13,708-97.2% | $12,562-97.0% |