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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 | $41,021 | $104,650-60.8% | $83,854-51.1% | $155,188-73.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 17.26% | 28.97%-11.7pp | 31.39%-14.1pp | 148.84%-131.6pp |
| Employer contribution / active EE | $57,571 | $1,196+4712.2% | $1,017+5559.7% | $4,248+1255.3% |
| Participant deferral / active EE | $40,924 | $2,367+1628.8% | $2,035+1910.9% | $6,531+526.6% |
| Admin fee / account holder | $717 | $3,518-79.6% | $3,197-77.6% | $14,480-95.0% |