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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 | $158,794 | $161,352-1.6% | $134,172+18.4% | $137,256+15.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 12.40% | 28.72%-16.3pp | 25.30%-12.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $28,424 | $4,099+593.5% | $3,420+731.1% | $4,156+583.9% |
| Participant deferral / active EE | $59,480 | $5,552+971.3% | $4,690+1168.1% | $6,407+828.4% |
| Admin fee / account holder | $4,935 | $15,028-67.2% | $12,016-58.9% | $12,270-59.8% |