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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 | $81,390 | $100,970-19.4% | $96,576-15.7% | $137,256-40.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.05% | 38.16%-18.1pp | 38.47%-18.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $6,143 | $3,809+61.3% | $3,553+72.9% | $4,156+47.8% |
| Participant deferral / active EE | $9,816 | $8,286+18.5% | $7,956+23.4% | $6,407+53.2% |
| Admin fee / account holder | $543 | $11,312-95.2% | $11,381-95.2% | $12,270-95.6% |