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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 | $156,398-54.0% | $147,318-51.2% | $138,895-48.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.04% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $7,972 | $4,853+64.3% | $4,593+73.6% | $4,194+90.1% |
| Participant deferral / active EE | $17,465 | $8,237+112.0% | $7,906+120.9% | $6,396+173.0% |
| Admin fee / account holder | $1,588 | $14,976-89.4% | $13,708-88.4% | $12,562-87.4% |