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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 | $71,936 | $154,228-53.4% | $145,433-50.5% | $137,256-47.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.04% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $7,972 | $4,804+65.9% | $4,554+75.0% | $4,156+91.8% |
| Participant deferral / active EE | $17,465 | $8,216+112.6% | $7,897+121.1% | $6,407+172.6% |
| Admin fee / account holder | $1,588 | $14,344-88.9% | $13,129-87.9% | $12,270-87.1% |