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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 | $130,016 | $92,798+40.1% | $96,707+34.4% | $137,256-5.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 15.94% | 31.24%-15.3pp | 34.78%-18.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,706 | $4,147-34.8% | $4,191-35.4% | $4,156-34.9% |
| Participant deferral / active EE | $2,707 | $5,877-53.9% | $5,997-54.9% | $6,407-57.7% |
| Admin fee / account holder | $15,126 | $7,946+90.4% | $7,503+101.6% | $12,270+23.3% |