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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 | $162,967-2.6% | $135,792+16.9% | $138,895+14.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 12.40% | 30.08%-17.7pp | 25.96%-13.6pp | 145.39%-133.0pp |
| Employer contribution / active EE | $28,424 | $4,211+575.0% | $3,496+713.2% | $4,194+577.7% |
| Participant deferral / active EE | $59,480 | $5,640+954.5% | $4,759+1149.8% | $6,396+829.9% |
| Admin fee / account holder | $4,935 | $15,306-67.8% | $12,266-59.8% | $12,562-60.7% |