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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 | $124,980-62.5% | $108,359-56.8% | $154,746-69.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.06% | 45.00%-30.9pp | 36.89%-22.8pp | 172.34%-158.3pp |
| Employer contribution / active EE | $37,351 | $2,851+1210.3% | $2,399+1456.6% | $4,379+753.0% |
| Participant deferral / active EE | $136,355 | $4,743+2774.9% | $4,137+3196.0% | $6,730+1926.0% |
| Admin fee / account holder | $13,523 | $11,502+17.6% | $9,741+38.8% | $14,365-5.9% |