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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 | $172,111+12.2% | $150,298+28.5% | $137,256+40.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.86% | 69.37%-44.5pp | 62.79%-37.9pp | 220.34%-195.5pp |
| Employer contribution / active EE | $24,383 | $4,636+425.9% | $4,154+487.0% | $4,156+486.7% |
| Participant deferral / active EE | $22,500 | $6,166+264.9% | $5,453+312.6% | $6,407+251.2% |
| Admin fee / account holder | $506 | $16,471-96.9% | $14,116-96.4% | $12,270-95.9% |