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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 | $177,156-10.4% | $147,027+8.0% | $154,746+2.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.40% | 21.94%-9.5pp | 20.23%-7.8pp | 172.34%-159.9pp |
| Employer contribution / active EE | $28,424 | $4,336+555.5% | $3,626+683.9% | $4,379+549.1% |
| Participant deferral / active EE | $59,480 | $5,797+926.1% | $4,933+1105.8% | $6,730+783.8% |
| Admin fee / account holder | $4,935 | $14,904-66.9% | $12,223-59.6% | $14,365-65.6% |