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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 | $52,170 | $154,228-66.2% | $145,433-64.1% | $137,256-62.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.51% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $22,288 | $4,804+363.9% | $4,554+389.4% | $4,156+436.3% |
| Participant deferral / active EE | $95,692 | $8,216+1064.6% | $7,897+1111.7% | $6,407+1393.6% |
| Admin fee / account holder | $1,236 | $14,344-91.4% | $13,129-90.6% | $12,270-89.9% |