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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 | $193,183 | $174,379+10.8% | $152,093+27.0% | $138,895+39.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.86% | 74.86%-50.0pp | 66.36%-41.5pp | 145.39%-120.5pp |
| Employer contribution / active EE | $24,383 | $4,652+424.2% | $4,175+484.1% | $4,194+481.3% |
| Participant deferral / active EE | $22,500 | $6,159+265.3% | $5,451+312.7% | $6,396+251.8% |
| Admin fee / account holder | $506 | $16,880-97.0% | $14,497-96.5% | $12,562-96.0% |