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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 | $46,832 | $112,729-58.5% | $98,716-52.6% | $137,256-65.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.06% | 38.48%-24.4pp | 31.81%-17.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $37,351 | $2,725+1270.6% | $2,279+1539.3% | $4,156+798.7% |
| Participant deferral / active EE | $136,355 | $4,640+2838.6% | $4,048+3268.7% | $6,407+2028.3% |
| Admin fee / account holder | $13,523 | $10,129+33.5% | $8,703+55.4% | $12,270+10.2% |